Should You Ever Retire? An Arm and a Leg The New Wild West: Bitcoin What to Do When You Lose Your Wallet
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

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.

Disability and Your Finances

Disability and Your Finances

In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

 

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Put It in a Letter

A letter of instructions provides additional and more personal information regarding your estate.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

A Primer on Dividends

A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."

View all articles arrow

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Lifetime of Earnings

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

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

View all calculators arrow

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

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

5 Smart Investing Strategies

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

An Inside Look at Retirement Living

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

View all presentations arrow

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Interest Rates: How Low Can They Go?

The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

View all videos arrow