Your Money, Your Future—Our Expertise
Financial freedom isn’t just a destination; it’s a journey. Whether you’re making your first investment, rethinking retirement, or planning for the next generation, VestGen KC is here to guide you every step of the way. One-size-fits-all financial plans? Not here. Your goals drive our strategy. We combine expertise, education, and insight to empower you with smart financial decisions that align with your life’s ambitions.
Trust. Honesty. Integrity.
VestGen Kansas City was founded with a simple yet powerful mission: to help you achieve financial independence through strategic, informed decision-making. Our process is built on:
We don’t just talk about values—we live them. Our commitment to transparency, integrity, and personalized service is the foundation of everything we do.
A Wealth of Knowledge, At Your Service
Financial planning is personal, and so is our approach. Our team is dedicated to helping you navigate financial decisions with confidence. With decades of experience, we take pride in delivering insights in an easy-to-understand way.
Tailored Solutions for Every Stage of Life
Your financial journey is unique, and we specialize in serving a diverse range of clients:
No matter where you are in life, we’re here to help you move forward.
A Simple, Proven Approach
Financial planning doesn’t have to be complicated. We break it down into three easy steps:
1. Get to Know Each Other
We start by understanding your financial situation, goals, and concerns.
2. Make a Plan
Our team designs a strategy that fits your needs and lifestyle.
3. Stick to the Plan
Life changes, and we adapt with you, offering ongoing support and adjustments as needed
Your financial journey starts today. Let’s take the first step together.
Let’s Talk
Ready to take control of your financial future? Let’s start the conversation.
9800 NW Polo Drive, Suite 100
Kansas City, MO 64153
Phone: 816-891-7900
Fax: 816-891-7906
Email: [email protected]
VestGen financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Not all of the investments and services mentioned herein are available in every state.