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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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How Stocks Work

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Important Birthdays Over 50

Important Birthdays Over 50

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What You Should Do About Insurance Following a Divorce

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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

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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

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Enter various payment options and determine how long it may take to pay off a credit card.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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Retirement Plan Distributions

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Managing Your Lifestyle

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Long-Term-Care Protection Strategies

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

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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Do you have causes that you want to support with donations? Here are three tips.

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If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Ready for Retirement?

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