A personalized approach to your financial goals
Professional financial and retirement services
Direct Wealth Advisors helps clients reach their life and legacy goals
We strive to provide financial and retirement strategy and product recommendations for our clients. We look at each client’s unique financial situation, focusing on their priorities and goals, while always staying true to what’s in their best interest. We strive to inform about the pros and cons of various options so clients can make confident decisions regarding their finances.
Our five-step process
A step-by-step way to make progress
IDENTIFY
What’s your goal? This drives all of our work together.
ASSESS
Where are you now? We need to know where you are today so we can help you reach your future goals.
PLAN
What path do you want to take? We will outline various options and the pros and cons.
EXECUTE
Put the agreed upon plan in place. We will encourage you to follow through and make progress.
We have the know-how and the heart to help you
Meet the fiduciaries behind the firm
Clayton Turner, ChFC®
Founder and CEO
Clayton prides himself on heading a firm that offers a comprehensive system for wealth accumulation and tax efficient strategies for retirement income planning. He focuses every day on producing a top-tier client experience, dedicated to holistic planning and communication.
Clayton has successfully passed his Series 7, 65, and 63 exams, as well as his Life and Annuity licenses in multiple states. He graduated pre-Law from the University of Missouri–Columbia, and, in addition to his licenses and registrations, he holds the ChFC designation from The American College.
When he’s not at work, you can find Clayton spending time with his wife, Elizabeth, and two daughters, Reese and Taylor, perhaps watching sports, cheering for Mizzou, the Chiefs, Sporting KC, or the Saint Louis Cardinals. He also enjoys traveling, golf, cooking, and being outdoors.
Brian Brechler
Founder and President
Brian believes every day is an opportunity. He’s helped his clients avoid one-size-fits-all thinking, and he’s been putting their needs ahead of his own since he started his practice in 2003. This client-first approach has helped him build a referral-based firm that focuses on comprehensive planning, helping clients direct their wealth in ways that provide them the financial stability they need and deserve.
By taking a collaborative approach with clients, he works with them to understand where they are and how they can reach their goals. He loves to see the lasting impacts that a well-executed financial plan can have on his clients, their families and communities. It keeps him coming to work every day.
Brian has passed his Series 7 and 66 exams, as well as his Life and Annuity licenses in multiple states to be able to work with his clients across the U.S. He earned his Bachelor of Business Administration in Finance from The University of Iowa Tippie College of Business with a Minor in communications. When he’s not at work, Brian loves to spend time with his wife, Lindsay, and his children, Ty and Audrey. Together you might find them cheering on the Hawkeyes or their hometown teams – the Chiefs, Royals, and Sporting KC. He also enjoys traveling and trying new foods and experiences.
We offer a variety of services customized for each client
Your specific goals determine services and products
We are an independent firm located in Overland Park, Kansas. We are committed to always working in the client’s best interest and helping them understand how managing assets today can build a better future.
Financial and Wealth Planning
Once we know your goals, and we know the current state of your finances, we can make recommendations and create a plan for you. There are usually many paths to reaching your goal. We can help you discover the pros and cons of each to develop a comprehensive wealth management plan.
Investment Management
Aligning portfolio allocations with risk tolerances to help ensure you’re comfortable with wealth management choices is always the first step. After that, constant monitoring, review and assessment gives us the right information to stay the course or course-correct if needed.
Portfolio Management
Financial and retirement assets can be held in a variety of accounts, each with its own level of complexity and maintenance. We can help make sure all of your accounts are in sync and handle the ongoing monitoring and adjustment required.
Retirement Income Planning
We believe an enjoyable and lasting retirement depends on having a stable retirement income. After looking at your unique financial situation, we aim to design a retirement plan that helps you create an income you won’t outlive—one that maximizes the value of your assets and preserves a legacy.
Estate and Legacy Planning
Legacy planning can be an emotional and complex series of decisions. If you want to leave your assets to heirs, a charity, or want to develop a business succession plan, we can help design a strategy to accomplish this goal.
Tax Strategies
Taxes will always be a part of life. We can review your assets and see if strategies to reduce taxes might apply in your situation. Every dollar saved today can work for you in retirement.
Insurance
People often talk about insurance as “protection,” but it’s really a form of risk mitigation. It ensures that, no matter what twists and turns come with life, clients have a safety net in place. Whether it’s life, long-term care, disability, or an annuity – insurance can provide resources when most needed.
Social Security Maximization
Choosing when and how to draw Social Security can be a tough decision. Factors including marriage status, can impact your options. We can help you navigate the possibilities, so you get the most from your hard-earned benefits.
Workplace Benefits and Pension Maximization
It can be difficult to know how your benefits and pension will align with other assets and Social Security in retirement. It’s important to review what’s in place and see if all income streams will work together to support your goals. We also help business owners with various strategies for employee benefit options.
Contact Us
Don't be a stranger!
8900 Indian Creek Parkway,
Bldg. 6, Suite 220,
Overland Park KS 66210
Securities offered through CreativeOne Securities, LLC Member
FINRA/SIPC. Investment advisory services offered by duly registered individuals on behalf of CreativeOne Wealth, LLC,. A Registered Investment Advisor. DirectWealth Advisors, CreativeOne Wealth, LLC and CreativeOne Securities, LLC are separate entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 19409 - 2019/10/22
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.