YOUR  INITIAL  APPOINTMENT

What to expect in our initial appointment.... There is no charge for your initial consultation. Completion of the intake forms prior to our first meeting proves to be an effective and efficient use of your time. Some individuals prefer to complete the intake with us at the first meeting and that is fine also. We want to convey that the best way to conduct our first meeting is in a way that is most comfortable to you. Our simple Six-Step Process: 1) Thorough fact-finding process 2) Gathering and review of documents 3) In-depth analysis of current portfolio and plan 4) Written recommendations and supporting rationale 5) Prioritizing and implementing recommendations 6) Scheduling and maintaining quarterly review of plan 

816-931-2668    866-931-2668   9233 Ward Parkway Suite 120, Kansas City, MO 64114

Securities offered through  Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser.  Moloney Securities Co., Inc. and Moloney Securities Asset Management, LLC are not under common control or ownership with Advanced Financial Solutions, LLC| BrokerCheck FINRA