Why Use This Tool?

We are a fee-only firm, which means that we accept no commissions.

Our fees are significantly below the industry average on larger portfolios.


Our professional-to-client ratio is twice the industry average. Twice the usual number of experts are working on each client.

 

We are investment managers, and our approach involves comprehensive financial planning.

We monitor your tax position and recommend strategies to help you save on taxes.

We run retirement projections to see if you are on target for a comfortable retirement, or if savings need to increase. If you are retired, we run projections to give you guidance on spending.


We analyze your estate planning, your college projections and strategies, your insurance (life, medical, and property and casuality), your cash flow, etc.


We meet personally with each client twice each year: once to review investments and the second time to review your financial plan. In between these face-to-face meetings, we meet with our clients by phone at least twice each year.

Sandi Weaver is a Certified Financial Planner (tm) certificant. She has over 20 years of experience.

She is a member of the National Association of Personal Financial Advisors (NAPFA). This association grants membership only after approving the work of professionals demonstrating expertise in comprehensive financial planning.

She has earned the Chartered Financial Analyst (CFA) designation, which is the pinnacle of designations of professionals in the investment field. CFAs master complex studies in portfolio management, quantitative analysis, businesses, stocks, bonds, and economics. She is a member of the Association of Investment Management and Research (AIMR), and previously worked with an investment management firm serving high net worth individuals. She has worked with investments since 1979.

She is a member of the Missouri Society of CPAs, and has served as State Chairman of Personal Financial Planning for the Society, and chairman of Financial Planning for the Kansas City chapter. She founded, and continues to organize, a day-long joint conference on professional education between the state Society and the local FPA chapter.

Her firm uses a team approach to deliver in-depth, high quality, financial planning to clients.  She is joined by 2 professionals, a Certified Financial Planner (tm) certificant and a Registered Paraplanner (sm).  Two additional analysts, for operations and administration, complete the team. 

The team's services focus on investment management, tax strategies and advice, and retirement projections and planning.  Estate planning, insurance analysis, and college projections are also included.