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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A change in your mindset during retirement may drive changes to your portfolio.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Is your estate in order? This short quiz may help you assess your overall strategy.
Loss of income from disability has the potential to cause significant financial hardship. Disability insurance can help.
This worksheet can help you estimate the costs of a four-year college program.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Understanding the cycle of investing may help you avoid easy pitfalls.
Estate conservation is too important to put off. Do you have a smart exit strategy?
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.
Do you have causes that you want to support with donations? Here are three tips.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.