Our simple
guided process
will help you get started
Wondering if you are on track? Need a second opinion? Schedule a call with us to see if we’re a good fit and how we might be able to help.
Using our proprietary Retirement Report Card, we’ll assess your current financial plan across 12 key areas to help you make sense of where you’re at.
Utilizing our holistic approach, together we'll build your custom strategy to help you confidently pursue your retirement goals.
Schedule a No-Obligation Call
By submitting your contact information, you consent to be contacted regarding retirement
income strategies that utilize investments and insurance products.
Our Local Offices
Arizona
Chandler Office
1490 South Price Rd., Suite 109a
Chandler, AZ 85286
480.503.0050
chandler@jcgrason.com
Kansas
Baldwin City Office
716 8th Street, PO Box 568
Baldwin City, KS 66006
785.594.1054
baldwin@jcgrason.com
Missouri
Kansas City Office
7211 NW 83rd Street, Suite 115
Kansas City, MO 64152
816.746.0080
kansascity@jcgrason.com
Lee’s Summit Office
200 NE Missouri Rd., Suite 200
Lee’s Summit, MO 64063
816.746.0080
leessummit@jcgrason.com