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What to expect in our first meeting.... There is no charge for your initial consultation. Completion of the intake forms prior to our first meeting proves to be an effective and efficient use of your time.  Our simple Six-Step Process: 1) Thorough fact-finding process 2) Gathering and review of documents 3) Thorough analysis of current portfolio and plan 4) Written recommendations and supporting rationale 5) Implementation of all or 1st step or recommendations 6) Scheduling and maintaining quarterly review of plan 
Policy Sourcing Veterans AIDE and Attendance
816-931-2668    866-931-2668   800 W. 47th Street Suite 510, Kansas City, MO 64112
Securities offered through  Moloney Securities Co., Inc., Registered Broker/Dealer, Member FINRA/SIPC Investment Advisory Services offered through Moloney Securities Asset Management, LLC, Registered Investment Adviser