Wealth management |
Wealth management |
Can my advisor help me build a plan for the next year, and the next three to five years? There’s rarely one way to get from Point A to Point B. We provide the pros and cons for each scenario and help you make a comprehensive wealth-management plan for your individual situation. Our advisers give you the tools. It’s your job to make the decisions.
|
Is the plan continuing to work? Will my advisor help me adjust my plan based on evolving risk tolerances and life circumstances? Change is constant. As times evolves, so might your needs. Our team will work with you to update your plan as needed, to analyze new information, and to make sure you’re happy with your services and products.
|
direct wealth advisors8900 Indian Creek Parkway, Bldg. 6, Suite 220
Overland Park KS 66210 Office: 913-222-1460 Fax: 913-222-1461 Brian Direct: 913-222-1462 Clayton Direct: 913-222-1463 Em. Info@directwealthadvisors.com |