Contact

If you’re ready to invest, we’re ready to listen. Give us a call for an introductory meeting or to schedule your Second Opinion Consultation.

7101 College Boulevard,
Suite 1501
Overland Park, KS 66210
Phone: 913.402.2020
Fax: 913.402.2021

Contact Form

Customer Service

Contact List for Specific Needs

Updates

Such as Address, Phone Number (Home/Cell/Work) Email, Births/Deaths, Employment Changes

Lorinda Gregg 913-402-2020 x207
Kelly Stephenson 913-402-2020 x209

Set An Appointment

Lorinda Gregg 913-402-2020 x207
Kelly Stephenson 913-402-2020 x209
Greg Keal, CLU^®, RFC^© 913-402-2020 x208

Request A Check/Need Additional Funds*

*Please call directly; do not leave market sensitive messages on email or voicemail as they can not be honored in this manner.

Kelly Stephenson 913-402-2020 x209
Larry Broxterman 913-402-2020 x201
Greg Keal, CLU^®, RFC^© 913-402-2020 x208
Pete Martinez, MBA 913-402-2020 x210

Request A Statement

Kelly Stephenson 913-402-2020 x209
Larry Broxterman 913-402-2020 x201

Account Questions

Kelly Stephenson 913-402-2020 x209
Pete Martinez, MBA 913-402-2020 x210

Trading Questions

Larry Broxterman 913-402-2020 x201

On-Line Access to Accounts

Kelly Stephenson 913-402-2020 x209

Projections, Planning & Insurance Questions

Community Relations & Marketing

Kim Reiter 913-402-2020 x212

Passport to Retirement Classes & Enrollment Questions

Retirement Planners University

Kim Reiter 913-402-2020 x212