Whether your concerns include financial security for your family, achieving investment and retirement goals or maximizing the transfer of wealth to future generations, we can help you develop a strategy to work towards meeting your needs. We use our experience and knowledge to look at your entire financial picture, and come up with a comprehensive, integrated financial plan tailored for your unique situation.
We recognize that the investment needs and objectives of our clients vary according to their personal circumstances. Our evaluation process helps us determine your risk tolerance and allocate your resources accordingly. As your goals change over time, your asset allocation changes to match them.
Using an in-depth financial needs analysis process, we will work with you to establish and manage a plan designed to provide you with security, growth and savings.
Our comprehensive estate analysis includes an examination of your assets and liabilities, sources of income, trusts, wills and gifting programs to assist in developing a financial strategy to maximize the transfer of your personal wealth and reduce the impact of income and estate taxes. Many of our clients want to include their church and/or other charities in their estate plans. We are well trained in creative approaches designed to allow you to leave all or most of your wealth to your family and charities with little (or nothing in some cases) to the IRS.
Stocks, mutual funds and variable products are not suitable for all investors. Before making any purchases you should carefully read the prospectus and prospectuses for the underlying investment portfolio of variable products and other information about the investment company. In addition to carefully reviewing the prospectus you are advised to consider carefully the investment objectives, risks, charges and expenses of the investment before investing. A prospectus may be obtained by contacting Great Plains Financial Advisors, LLC or directly from the mutual fund, insurance company, or offering entity.
This site has been published in the United States for residents of the United States. The entire site has been prepared solely for informational purposes, and it is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Great Plains Financial Advisors, LLC and any of its employees or representatives acting as an agent, may transact business in a particular state only if first registered, excluded or exempted from registration requirements . Great Plains Financial Advisors, LLC's president is a Registered Representative of First Heartland Capital,Inc., a registered broker/dealer based in Lake Saint Louis, Missouri. Great Plains Financial Advisors, LLC is not affiliated in any way with First Heartland Capital, Inc.
Securities offered through First Heartland Capital, Inc.
Advisory Services offered through First Heartland Consultants,Inc.
4101 Lake Saint Louis Boulevard
Lake Saint Louis, MO 63367
Great Plains Financial Advisors, LLC is not affiliated with First Heartland Capital,Inc.