www.personalfinancialgroup.com
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Submitted URL: https://mydigitalinvestment.com/
Effective URL: https://www.personalfinancialgroup.com/
Submission: On September 29 via api from US — Scanned from CA
Effective URL: https://www.personalfinancialgroup.com/
Submission: On September 29 via api from US — Scanned from CA
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</form>Text Content
Skip to main content menu * Home * About Us * Our Philosophy * Our Team * Our Partners * Why Us * Careers * Community Involvement * Our Services * OpuVest Portfolio Strategies * Investment Guardian Services * Financial Independence Planning * Family Wealth Planning * Protection Planning * Resources * Recent Articles * Links and Calculators * Videos * CFP® Information * Trustee Services * Weekly Economic Update * CARES Act * SECURE Act * Secure Act 2.0 * Inflation Reduction Act of 2022 * Blog * Events * Upcoming Events * Past Events * Account Access * Contact Previous Slide◀︎ Next Slide▶︎ * WHEN IT COMES TO YOUR WEALTH, IT'S PERSONAL LEARN MORE * COMBINING WALL STREET PRECISION WITH MIDWESTERN VALUES LEARN MORE * WE'VE REDEFINED TRADITIONAL RETIREMENT PLANNING LEARN MORE * OBJECTIVE ADVICE, PROVEN EXPERIENCE LEARN MORE * INFLATION REDUCTION ACT OF 2022 WHAT YOU SHOULD KNOW! * SECURE ACT 2.0 RESOURCES HOW THEY CAN HELP YOU HELPING PEOPLE WORK TO ACHIEVE FINANCIAL INDEPENDENCE IS WHAT WE DO. Let's Get in Touch. PERSONAL FINANCIAL GROUP PERSONAL FINANCIAL GROUP IS A COMPREHENSIVE WEALTH MANAGEMENT ADVISORY FIRM FOR INDIVIDUALS, FAMILIES, AND BUSINESSES INTERESTED IN TAKING CONTROL OF THEIR FINANCIAL FUTURE. Learn More About Us Meet Our Team OUR SERVICES There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated. INVESTMENT GUARDIAN SERVICES Our goal is to leave you feeling confident that our recommendations and findings are the result of an experienced, results driven and objective partner. We have no proprietary products to sell, no investment banking relationships to promote nor any other business conflicts to get in the way of providing you with objective recommendations. Know the value of a financial professional Both investing and financial planning can be intimidating for “first-timers.” FINANCIAL INDEPENDENCE PLANNING With increasingly complex financial markets and longer life expectancies, working with a financial professional is more important than ever. One of the most important decisions you can make is to seek the advice of a trusted, qualified financial professional. Financial independence planning is retirement planning but redefined. Just because you have accumulated wisely and you no longer are required to work for your money, may not mean you want to FAMILY WEALTH PLANNING Your legacy is more than giving your money away. It is about having your shared family values live on and your life’s mission carry forward after you pass. When family members define and communicate shared family values, our clients forge stronger family relationships with one another. Trustee Services We work to guide you as you explore using your accumulated wealth to further your values and make an impact on the PROTECTION PLANNING That's Life Life Insurance Plays a Key Role in the Financial Planning Process Today, life insurance is a key part of a solid financial plan. You can use life insurance to leave much-needed income to your survivors, provide for your children’s education, pay off your mortgage, and simplify the transfer of assets. It can also be used to replace wealth lost due to the expenses and taxes that may follow LATEST NEWS & BLOGS Tweets by PFGKC DO YOU KNOW WHAT TYPE OF INVESTOR YOU ARE? Jul 12, 2024 Do you know the answer if your financial professional asks you what type of investor you are? While it may be challenging to classify yourself off the top of your head, knowing what type of investor you are might help you avoid making knee-jerk decisions that could cost you money. Read More THE EVOLUTION OF AMERICAS PASTIME: COLLEGE FOOTBALL Jul 12, 2024 For more than 150 years, American college football has maintained its top-dog status in the U.S. sporting arena. On November 6, 1869—a mere four years after the end of the American Civil War—players from Rutgers and Princeton met on the field in New Brunswick, New York for the first intercollegiate football game.1 Eighty years later, after the end of World War Two, colleges began to award athletic scholarships to their football players to garner top talent. Read More 6 TENNIS TIPS TO HELP MAKE YOUR RETIREMENT A GRAND SLAM Jul 12, 2024 Whether you make tennis one of your leisure activities during retirement or just enjoy watching the sport, you may not realize that the same strategies used in a tennis match may also translate into retirement. Prepare yourself for peak performance during the game of retirement by trying some of these retirement tips. Read More More Blog Posts CONTACT US DON'T HESITATE TO GET IN TOUCH WITH US. WE WOULD LOVE THE OPPORTUNITY TO BECOME YOUR TRUSTED ADVISOR. MAIN OFFICE 7007 College Blvd., Suite 270 Overland Park, KS 66211 Ph (913) 451-PLAN (7526) Fax (913) 661-9811 info@personalfinancialgroup.com CONNECT WITH US You must have JavaScript enabled to use this form. Your name This field is required. Your email address This field is required. Subject This field is required. Message This field is required. Leave this field blank Legal, privacy, copyright and trademark information Enriching lives through personalization, leadership, expertise Securities and Investment Advice offered through LPL Financial, member FINRA/SIPC. Personal Financial Group is a separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, MS, NE, NJ, NV, NY, OH, OK, SD, TN, TX, WA. LPL Financial Form CRS © 2024 Personal Financial Group All rights reserved. Check the background of this investment professional on FINRA's BrokerCheck.