Gladstone, MO – Not only does financial planning offer security for the future, but also peace of mind for individuals and families. With this knowledge, Integrated Financial Solutions of Kansas City was founded in 2016. The comprehensive financial life planning company is on a mission to educate, guide, and integrate financial goals and aspirations, by creating time-specific incremental financial plans through integrating varying aspects of life into consecutive and/or overlapping 5-year plans to provide a flexible path for when tomorrow arrives.
With more than two decades of financial experience, the owner of Integrated Financial Solutions of Kansas City focuses on helping individuals, families, and small businesses with their financial needs by addressing the clients’ financial issues. It effectively structures Gladstone and surrounding communities residents’ resources assisting them in developing an incremental plan for now and the future.
The owner, Ed Taylor is committed to having the best interest of the clients in mind through the financial solutions process. Mr. Taylor is a holder of the Accredited Investment Fiduciary designation. He treats all clients with mutual integrity, honesty, and trust, and is devoted to bringing peace of mind to any family’s financial planning and business financial advisory needs. Recognizing that individuals and families have an image of what their futures will look like, Integrated Financial Solutions of Kansas City assists them in realizing and shaping their dreams. The company believes that financial planning is the key to unlocking more potential through extensive, on-going mentorship, education, and coaching. For this reason, Integrated Financial Solutions of Kansas City offers an array of financial planning services that assists the client in developing a vision for the future. They include wealth management, insurance planning, tax strategy, retirement planning, and estate and trust strategies. These services help clients widen their scope so that they can make wise choices that feed into their future life goals. When done correctly, this planning makes all subsequent financial goals much easier to achieve, thus granting financial freedom for many generations to come.
Advisory services are offered through The Jamison Edward Group, LLC, a Registered Investment Advisor in the State of Missouri. Integrated Financial Solutions of Kansas City is located at 601 NE 70th St. Suite 101, Gladstone, MO 64118, USA. To learn more about Integrated Financial Solutions of Kansas City, call (816) 429-5055 or visit the company’s website for more information about integrated financial solutions and wealth management services. Integrated Financial Solutions of Kansas City and The Jamison Edward Group, LLC are affiliated companies.
Company Name: Integrated Financial Solutions of Kansas City
Contact Person: Ed Taylor
Email: Send Email
Phone: (816) 429-5055
Address:601 NE 70th St., Ste. 101
Country: United States