For Private Clients

Planning for your financial future can be overwhelming. You may be asking yourself:

  • Will I be able to retire when I want to?

  • Will I be able to have the retirement I envision?

  • Will I have enough money to send my children to college?

  • Will I have any money left to leave with my children?

  • What if something happens to me before I retire?

  • Will my family be taken care of if something does happen to me?


Whether retirement is around the corner or decades away, these are real questions and real concerns that we can help you address and prepare for. We take into consideration your unique goals and dreams to provide a comprehensive financial plan. The plan is built by a Certified Financial Planner™ specifically for you and will address all of the milestones – both anticipated and unanticipated - that can impact you achieving your goals. The next chapter is sure to be exciting. Give us a call to ensure you are prepared for it.

 

Grant M. Trimble

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Kansas City Office:                                             San Diego Office: 

6800 College Boulevard, Suite 630               12340 El Camino Real, Suite 300

Overland Park, Kansas 66211                           San Diego, California 92130

913-890-8767                                                

                                           Connect with us:

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Investment advisory services provided through V Wealth Advisors LLC, a registered investment advisor doing business as "Trimble Investment Group."

 

All content on this site is for information purposes only and should not be considered investment advice.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another party’s informational accuracy or completeness. 

 

Neither the firm nor its representatives provide tax or legal advice and nothing herein should be construed as such.  Always consult with your tax advisor or attorney regarding your specific circumstances.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

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VWealth Advisor, LLC is a registered investment adviser located in Overland Park, Kansas. VWealth Advisory may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links.

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