WealthSprings is redefining the traditional role of financial planning services. We provide our clients with independent, user-friendly services and financial products tailored specifically for their individual needs.
Behind us, we have the backing of LPL Financial, a highly rated independent broker/dealer. LPL Financial advisors face no pressure to promote proprietary investment products, so we can provide exactly what our clients need and more importantly, what they want — genuinely unbiased financial advice.
So what does this mean for you?
- Being "Independent" means LPL Financial does not sell its own proprietary investment products; but provides us with access to thousands of investment and insurance products through the nation’s leading providers.
- Being "Independent" means that we face no pressure to promote proprietary investment products.
- Being "Independent" means we can devote our time and energies to understanding your individual financial objectives and not to produce quotas and sales goals.
- Being "Independent" means that we put our clients needs first in all aspects of our business.
Our company is built on a solid foundation of excellent client service and in-depth market knowledge. Becoming a client with us is as easy as it is rewarding. We look forward to working with you.
Ann Curty-Case is among just 7% of the wealth managers in the Kansas City area to be chosen by their clients and financial services industry professionals for this elite award as a Five Star: Best in Client Satisfaction. This elite Five Star award* is bestowed on those wealth managers who have exemplified service, knowledge, and communication.
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013 Five Star Wealth Managers.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
What can be learned from the savings rate?
In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Tax preparation may be the perfect time to give the household budget a check-up.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Are you ready for retirement? Here are five words you should consider.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Have you explored all of your choices when it comes to managing your taxable income?
A bucket plan can help you be better prepared for a comfortable retirement.
Learn how to harness the power of compound interest for your investments.
Recent changes in estate tax laws could affect the strategy you have in place.