OUR SERVICES

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   9233 Ward Parkway Suite 120, Kansas City, MO 64114

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.  Moloney Securities Co., Inc. and Moloney Securities Asset Management, LLC are not under common control or ownership with Advanced Financial Solutions, LLC| BrokerCheck FINRA