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George Wirkkula - Ameriprise Financial Services, Inc.

(913) 239-2500 4550 W 109th St, Ste 200, Leawood, KS 66211 M-F 9am-5pm, Sa-Su Closed Official site

Categories: Financial Planning

The Details

Our team takes a unique and collaborative approach to the financial planning process called Dream > Plan > Track >. It all starts with your dreams; along with a strategic plan that covers your needs in the context of your entire financial picture. Once McCaw & Associates establishes a firm direction, we work with you to provide solutions and help you take action. Together, we review and track progress toward your goals and adjust the strategy to reflect personal, economic, and tax law changes. We'll create financial plans and ongoing relationships that help you adapt to changing needs and goals over time. Because we work as a team, our practice enjoys depth and diversity in our combined skills and experience. You'll enjoy the personalized service and one-to-one interaction with your advisor while also benefiting from the wider skill-set of the team as a whole. Our team's particular focus in estate planning strategies is supported by professionals with backgrounds in many fields, so you'll have confidence in the guidance you receive and the strategy you develop with your advisor. Ameriprise Financial can help you achieve your financial objectives through a long-term relationship based on knowledgeable advice. We offer financial strategies, products and services - and we deliver them when, where and how you want them. It's your choice.

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