Resources: Kansas City

Recent Articles

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So, What’s the Deal With Bitcoin?

| Articles: Kansas City Office, Articles: Salt Lake City Office | No Comments
I’m not going to suggest that being unaware of Bitcoin’s recent craze points to one’s under-rock living situation…but it’s close.…

Is Your Home An Asset?

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Often in discussions of retirement planning, the home comes up as a planning item. After all, a home can represent…

In Memoriam – Celebrating the Lives Of those We Lost

| Articles: Kansas City Office, Articles: Salt Lake City Office, SLC Winter 2021, Winter 2021 | No Comments
It is with great sadness that we reflect on some of the wonderful friends we lost this year. All of…

Team Spotlight: Scott Dougan

| Articles: Kansas City Office, Winter 2021 | No Comments
Many of you already know Scott, but you may not know these fun facts: Scott was born in 1973 in…

Special Reports

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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,…

Report: Special Tax Report

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Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020 Tax planning should always be a key…

Latest Newsletters

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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 Spring Newsletter

| Newsletters: Kansas City Office, Newsletters: Kansas City Office, Spring 2020 | No Comments
ELEVATED INSIDER What can I say about COVID-19, the Coronavirus, that hasn’t already been said? The economy has nearly grinded…

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