JC Grason

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SmartOption
Investment Strategy!

Has delivered in both performance and risk reduction.
Contact one of our wealth advisors to find out how to rethink your investment strategy.

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Are You Prepared?

With an ever growing national debt and continued uncertainty about our economic future, what are you or your current advisor doing to properly prepare for what the future may hold? Don’t fall victim to a repeat of 2008. Come learn how we can help.

Upcoming Events

Attention CD Owners!!!

With CD rates continuing to hover to near all-time lows, are you looking for alternatives? Before you lock in another low rate at the bank, find out about the strategy our clients are using.

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Considering an Annuity?

With previous critics now becoming some of its greatest advocates, annuities are an increasingly popular choice for today’s retirees. But are they right for you?

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Dave Cox: 2014 Five Star Wealth Manager

Dave's award was announced in January in KC Business Magazine. This is his second consecutive year to receive this distinguished award. Congratulations, Dave!

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Financial Planning, Retirement Planning, and Investment Advisory services

How do you enjoy retirement to the fullest without constantly worrying about outliving your money?

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Tax Preparation

This often overlooked area can have a dramatic impact on your retirement. Many times...

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Estate Preservation

Without proper planning and professional guidance, much of your hard-earned family legacy may...

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Meet Our Team

We've brought together a team of top professionals, from advisors to attorneys to accountants, all...

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