Resources: Kansas City

Recent Articles

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Predicting the Future of the Market

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Every so often I’ll read an article sent to me that says something to the effect of, “The stock market…

Why It’s So Hard To Get Organized Financially

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A friend of ours had a wild experience when their cat brought a live chipmunk into their house and just…

Caregivers and the Bystander Effect

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Have you ever witnessed an emergency like a car accident or a person having a seizure or other medical issue?…

Team Spotlight: Jennifer Dougan

| Articles: Kansas City Office, Spring 2021 | No Comments
Fun facts about Jennifer: Jennifer was born in Philadelphia, PA in 1963 She is the youngest of three girls. You…

Special Reports

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Report: Quarterly Economic Update

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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

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A thorough review of your financial situation should always include tax planning. Paying only your fair share of taxes –…

Half Time Report Webinar

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Join Scott Dougan, Sean Lee, and Mike Sorrentino for a webinar recap of the first half of 2020 and a…

Report: Making a Difference – Surprise Video Message

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Making A Difference Surprise Video Message Dear Friends, We hope you are all well and safe. During this troubling time,…

Latest Newsletters

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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 Summer Newsletter

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ELEVATED INSIDER As America does its best to see itself out of this pandemic, we’re all being reminded that so…

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