Problems We Solve

These are some of the most common, recurring problems we see and address with our clients. If any of these apply to you – or you aren’t sure if you are impacted or not – give us a call. We can help you identify and address any issues that may be preventing you from reaching your financial goals.

 

For individuals and families:

  • Financial Planning

  • Wealth Management

  • Risk Management

  • Tax Liabilities

  • Estate Planning

  • Cash Flow

 

For companies:

  • Plan Governance

  • Investment Analysis

  • Fee Benchmarking

  • Fiduciary Education

  • Financial Wellness

  • Plan Design

  • ERISA Compliance

  • TDF Suitability

  • Participant Education

 

If any of these apply to you, let’s talk.

 

 

We will work in your best interest all of the time.

 

We will make every effort to understand your full financial situation, along with your goals, in order to create a customized plan tailored to you. We will coordinate your financial planning, investment management, estate planning and risk management.

 

We will always do the right thing for you. We will never recommend a product we wouldn’t personally invest our own money in.

 

We will respond promptly to your questions.

Our Promise To You

 

Grant M. Trimble

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Trimble Investment Group

6800 College Boulevard, Suite 630 

Overland Park, Kansas 66211

913-890-8767

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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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