Broker Check

6300 North Revere Drive
Suite 265
Kansas City, MO 64151

LinkedIn

Carlose Estes

(816) 844-3945

 

Our Products and Services

We provide assistance in the following areas:

Investments

  • Educational IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Variable Annuity

Financial Plans

  • Retirement Plans
  • Tax Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Estate Plans 

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance
  • Property and Casualty Insurance
  • Business Owners Policies
  • Director and Officers Coverage