— Prairie Village, Kansas —

Schedule a Purpose Conversation.

No cost, no obligation, and no product recommendation in the first meeting.

  • Address5200 W. 94th Terrace, Suite 111
    Prairie Village, KS 66207
  • Office913-660-0258
  • Fax913-660-0260
  • Email
Verify on FINRA BrokerCheck ↗

What happens next.

Pick a time using the scheduler above, or call the office directly. LaMont or someone on his behalf will confirm and send anything you need beforehand.

The first meeting is a Purpose Conversation. It is an opportunity to learn about your goals, your priorities, and what you would like retirement to help make possible. Nothing is recommended in that meeting, and there is no pressure to decide anything on the spot.

Once your time is on the calendar, you will receive an email with a link to the Purpose Conversation Guide. It takes about five minutes to complete, and many people say it helps them think about retirement in a different way before we even meet. Fill it out beforehand if you like, or use it as the starting point when we sit down.

The office is a short drive from Overland Park, Leawood, Mission, Fairway, Roeland Park and Mission Hills. Meetings by phone or video are available when that is easier.

— Prefer to write —

Tell us what you are working toward.

A few details are enough to get started. We will reply to arrange a time.

— Common questions —

Before you reach out.

Is there a cost for the first conversation?
No. There is no cost and no obligation for a first conversation.
How quickly will I hear back?
We aim to respond within one business day. If you would rather not wait, calling the office at 913-660-0258 is the fastest route.
Can we meet by phone or video instead?
Yes. Most clients prefer to sit down in person at the Prairie Village office, but meetings by phone or video are available when that is easier.
What should I bring?
Nothing is required. Some people bring statements or a Social Security benefit estimate because it helps them frame their questions. Others prefer to talk first and gather documents later.

— Or call —

913-660-0258

5200 W. 94th Terrace, Suite 111, Prairie Village, Kansas 66207.

Call the office Send a note