​Here are some that we offer.

ACCUMULATION

  • Mutual funds
  • Exchange-traded funds
  • REITs
  • Structured notes
  • Stocks
  • Bonds
  • CDs
  • Cash alternatives
  • Annuities (variable and fixed)






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SERVICES

  • Comprehensive financial planning or single-issue planning
  • Education planning
  • Protection planning
  • Retirement income planning
  • Defined Benefit Pension and Social Security maximization strategies
  • Estate and legacy Planning
  • Legal planning¹
  • Tax planning²
  • Business succession and protection planning
  • Workplace benefits planning (incl. retirement plans and small-group benefits)

PROTECTION

  • Life insurance
  • Disability insurance
  • Long-term care insurance













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​¹⁻² | Our firm does NOT provide legal or tax advice. We have community partners we work with to provide our clients with tax and legal services.

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direct wealth advisors 

8900 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
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Securities Offered Through Client One Securities, LLC Member FINRA/SIPC.  Advisory services offered through Change Path, LLC. Direct Wealth Advisors, Client One Securities, LLC and Change Path, LLC, are not affiliated.

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
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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.