Open Road Wealth Management in Liberty, MO offers comprehensive retirement planning services for individuals aged 50 and above, with a focus on federal employees. Their team of experienced CERTIFIED FINANCIAL PLANNER professionals provides fee-only and fiduciary advice to help clients optimize income, reduce taxes, and invest wisely for a secure retirement.
With a commitment to providing massive value, Open Road Wealth Management specializes in true wealth management in Kansas City, offering services such as investment management, legacy planning, tax planning, and social security strategies. Clients can expect easy-to-understand, customized financial plans tailored to their individual needs and goals.
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