Our vision is for people to feel comfortable with and confident in planning for their future. Our clients know they are never alone in making decisions as we strive to provide the highest level of service in all that we do. It is our goal to prevent clients from ever losing sleep worrying about their finances. By helping free our clients from many of the bigger concerns in life, we hope they have more time enjoying life, as well as the confidence of leaving a lasting legacy.
As you make choices regarding your finances, our experience has been that many clients don’t have an appreciation for the impact a single decision in one area can have on many other areas of your financial life. We help in walking you through these decisions to develop a more comprehensive plan and solution.
To develop this comprehensive plan, we must explore the relationships that exist between several areas of your financial life. Failing to address one area, may result in several other goals not being achievable. These areas include: the risk of an untimely disability, death, or a long-term care event; wealth accumulation for retirement, college education, or major purchases; income generation during retirement; and wealth transfer after death.
Having a comprehensive plan also means working with other professionals such as your tax advisor and attorney. We have also found it beneficial to meet with and seek input from key family members to create and fulfill your plan.
Achieving that comprehensive plan is not as difficult as you may think; we do most of the work! After you have gathered the necessary information listed on our “What’s needed” tab, we will meet a time or two, and will be asking you a lot of questions! During this process, we hope to gain clarity on what you have accomplished already, while trying to help you identify specific goals and objectives for the future. We also believe it’s our responsibility to provide education and insight to you during this process so that you can make informed decisions.
After that, we demonstrate what your current plan will accomplish versus your goals and objectives and identify shortfalls that should be addressed in order to fulfill your plan. Your comprehensive plan is always a work in progress and after this first meeting, you may identify specific goals and objectives that you wish to modify. During this process, we continue to offer ideas and solutions to help complete your plan.
Periodically, we must revisit the plan in order to monitor your progress and identify any changes.
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.