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6300 North Revere Drive
Suite 265
Kansas City, MO 64151

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Carlose Estes

(816) 844-3945

 
Ready for Retirement? Women and Retirement The Cycle of Investing Events on Wall Street Perception vs. Reality The Cost of Procrastination Rightsizing for Retirement The Power of Compound Interest What Smart Investors Know It May Be Time for a Financial Checkup Investments Retirement Redefined

Understanding Today’s Financial Environment with Help From Storehouse Planning

Welcome to Storehouse Planning, I am Carlose Estes, a financial professional in Kansas City, Missouri. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services.  They are also able to assist you with your property and casualty needs and your life insurance portfolio as well.  We are able to offer you guidance with many of the areas you may need assistance with.  We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (816) 844-3945 to schedule an appointment today.

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Determine if you are eligible to contribute to a traditional or Roth IRA.

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A presentation about managing money: using it, saving it, and even getting credit.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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Learn more about taxes, tax-favored investing, and tax strategies.

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How federal estate taxes work, plus estate management documents and tactics.

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It's easy to let investments accumulate like old receipts in a junk drawer.

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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

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