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Forms & Links Get started today

Having trouble finding what you're looking for? Please feel free to Contact Us with any questions you have regarding our website or services and we'll be happy to help you!

Investment Forms

Here are some forms that will help you understand and manage your investments with us.

Tax Forms & links

Here are some forms that may help tax season move smoother. Hopefully taking the work out of it so you have time to get back to your life. Leave the work up to us!

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Contact Us

8080 Conser St | Overland Park, KS 66204

P: 913.327.1043  |  P: 913.262.1116  |  F: 913.220.2974

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a registered investment adviser.