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Featuring Tim Accurso

Meet Tim Accurso! Tim is a financial advisor at our Overland Park, KS office. He advises clients in both the private and public sector, focusing on legacy planning, generational wealth, and specializing in structuring investments around complicated trusts or income...

National Savings Day – A Moment to Spend Shame Myself

National Savings Day – A Moment to Spend Shame Myself Let’s talk about National Savings Day. I don’t mean to sound unenthused but, like many others, I struggle daily to figure out how to save the appropriate amount of income to comfortably retire. What’s worse is that...

Elevate the Expertise

Elevate the expertise Make sure your financial advisor is involved early in estate planning Let’s face it, estate planning is complicated. Most of us don’t have the time or expertise to fully understand the intricacies of ensuring that your wishes for your estate are...