Resources: Kansas City

Recent Articles

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Team Spotlight: Jacque Hayes

| Articles: Kansas City Office, Summer 2021 | No Comments
Fun Facts About Jacque: Where were you born? Kansas City Mo. What’s your biggest pet peeve? People licking their fingers…

Back to the Basics: The Choice Challenge In Retirement

| Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Summer 2021, Summer 2021 | No Comments
The Choice Challenge In Retirement If you were to ask me what is my very favorite thing, I think I’d…

Briefcase Study: House Fever

| Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Summer 2021, Summer 2021 | No Comments
Home is where the heart is. There’s no place like home. When the house is a rockin’ don’t bother knockin’.…

Is It Possible To Over-Save For Retirement?

| Articles: Kansas City Office, Articles: Salt Lake City Office | No Comments
There are countless studies that reveal how underprepared baby boomers are for retirement. As a group, it’s said that boomers…

Special Reports

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Report: Quarterly Economic Update

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Second Quarter 2021 A new US president and the winding down of most government-led pandemic safety measures welcomed investors to…

Report: Quarterly Economic Update

| Special Reports: Kansas City Office, Special Reports: Salt Lake City Office | No Comments
First Quarter 2021: What A Difference A Year Makes The first quarter of 2021 included the one-year anniversary from the…

Report: Proactive Year-End Tax Planning for 2020 and Beyond

| Special Reports: Kansas City Office | No Comments
A thorough review of your financial situation should always include tax planning. Paying only your fair share of taxes –…

Half Time Report Webinar

| Special Reports: Kansas City Office, Special Reports: Salt Lake City Office | No Comments
Join Scott Dougan, Sean Lee, and Mike Sorrentino for a webinar recap of the first half of 2020 and a…

Latest Newsletters

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2021 Summer Newsletter

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We did it. With the mask mandates being lifted, and vaccinations on the rise, we’re headed into summer of 2021…

2021 Spring Newsletter

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ELEVATED INSIDER The word, ‘spring’ is such an active word.  It’s an object that keeps your car riding comfortably by…

2021 Winter Newsletter

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ELEVATED INSIDER Have we turned a corner? The ongoing COVID saga seems to have shifted into another gear. While reported…

2020 Fall Newsletter

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ELEVATED INSIDER As the pandemic continues, the election coverage heats up, and the news cycle throbs with ‘this-is-all-important!’ furious excitement,…

2020 Calendar of Events

Tuesday, November 10th

YEAR-END TAX PLANNING WEBINAR
Call 877.393.4724 to register.

Thursday, December 10th

STATE OF THE MARKETS WITH MOKE SORRENTINO & SCOTT DOUGAN
Call 877.393.4724 to register.

Thursday, November 26th & Friday, November 27th

Closed for Thanksgiving Holiday

Christmas Eve – Monday, January 4th

Closed so our team can spend the holiday season with family and friends. We will resume normal business hours Monday, January 4th, 2021 at 8:30 am. Wishing you a joyous holiday season with peace & cheer in the New Year!

Latest Podcast for Scott Dougan

Link to ListentoScott.com