Can Election Results Predict the Market? It May Be Time for a Financial Checkup How to Bake a Pie-R-A Forecast
Agent Photo

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.

Helpful Content

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Understanding Homeowner’s Insurance

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

 

Insurance Needs Assessment: When You're Young and Single

Even if you’re young and single, you should still consider protecting yourself.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

View all articles arrow

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

How to Bake a Pie-R-A

Roth IRAs are tax advantaged in a different way from traditional IRAs.

Will You Pay the AMT?

Despite recent tax-law changes, many Americans are expected to pay the AMT this year.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

View all videos arrow