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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
How Income Taxes Work
A quick look at how federal income taxes work.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
How to help determine life insurance needs to provide for your family after you pass away.
When you’re married and have children, insurance needs will be different.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
For homeowners who think their property taxes are too high, there are ways to appeal.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn how to harness the power of compound interest for your investments.