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 objective 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.
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The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
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.
Second marriages are a trigger event to revisit any existing estate strategies.
Why have the markets been so volatile recently?
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If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
For some, the social impact of investing is just as important as the return, perhaps more important.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
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Why are 401(k) plans, annuities, and IRAs so popular?
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Here is a quick history of the Federal Reserve and an overview of what it does.
Here are five facts about Social Security that might surprise you.
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