Resources: Kansas City

Recent Articles

Browse all articles

Election and the Markets

| Articles: Kansas City Office, Articles: Salt Lake City Office | No Comments
If there’s one thing we all love, it’s a presidential election! The drama, the excitement, the intrigue...it’s a shame we…

Save the Date: Registration Required

| Articles: Kansas City Office, Fall 2020 | No Comments
Tuesday, November 10th 12:00 noon - 1:00 pm Year End Tax Planning Webinar You Will Learn… • Tax proposals for…

Briefcase Study: Can The Financial Markets Be Trusted?

| Articles: Kansas City Office, Articles: Salt Lake City Office, Fall 2020, SLC Fall 2020 | No Comments
Quite often, I’ll receive a call or an email that goes something like this: “So-and-so on the news said the…

Back to the Basics: Why it All Starts with Income Planning

| Articles: Kansas City Office, Articles: Salt Lake City Office, Fall 2020, SLC Fall 2020 | No Comments
There are several questions that hopeful retirees are consistently asking as they seek to build a successful retirement. Some of…

Special Reports

Browse all special reports

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…

Report: Making a Difference – Surprise Video Message

| Special Reports: Kansas City Office | No Comments
Making A Difference Surprise Video Message Dear Friends, We hope you are all well and safe. During this troubling time,…

Report: Special Tax Report

| Special Reports: Kansas City Office, Special Reports: Salt Lake City Office | No Comments
Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020 Tax planning should always be a key…

Latest Newsletters

Browse all newsletters

2020 Fall Newsletter

| Newsletters: Kansas City Office, Newsletters: Kansas City Office | No Comments
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

| Newsletters: Kansas City Office, Newsletters: Kansas City Office | No Comments
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 Winter Newsletter

| Newsletters: Kansas City Office, Winter 2020 | No Comments
ELEVATED INSIDER Making Time Tangible Here we are. It’s the start of another year, it’s all anew again. I think…

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