Our Blog…
Happy New Year!
I hope all of you are staying warm and your year is off to a great start! Angel and I hit the ground running and have our...
Three Vehicles for Fostering Philanthropy
We recently announced our annual donation drive in partnership with Midwest Financial Partners, to benefit City Union...
Professional Financial Management Can Alleviate Retirement Concerns
Workplace savers’ confidence to retire was shaken by the 2022 market declines—so much so that only 56% felt on-track in May...
Finding Wealth in Well-Being
Wealth—like beauty, apparently—is in the eye of the beholder. Because while 48% of respondents surveyed by Charles Schwab...
Proper Financial Footing Begins at Home
Often unknowingly, one’s financial illiteracy begins early in life and can have costly long-term or even lifetime...
Achieving Financial Purpose Through Philanthropy
Acting or behaving with purpose is a popular life theme today, and it’s nowhere more prevalent than in financial...
Top 10 Lessons from Silicon Valley Bank
Bank failures are relatively rare, but with two having occurred so far this year, it’s an opportune time to revisit...
New law legislates leniency into age-old RMD rules
With the December passage of SECURE 2.0, changes to Required Minimum Distributions (RMDs) have savers cheering, especially...
SECURE 2.0 presents opportunities and reduces obstacles for retirement planning
By now you’ve likely heard of SECURE Act 2.0, passed into law on December 29, 2022, as part of the greater Consolidated...
Happy Retirement
We have many clients that are retiring this year or who have retired in the past couple of years. I am so happy for them on...
(913) 529-2304
Address: 7400 W 130th Street, Suite #100 Overland Park, KS 66213
MS Financial Resources is a division of Midwest Financial Group LLC an SEC registered investment adviser.
As a registered investment adviser, we are now required to provide clients a new Client Relationship Summary document knows as “Form CRS”. This new form, which is available here, is the third part of our Form ADV investment adviser registration statement, so it is also referred to at times as “Form ADV Part 3”.
The purpose of the form is to provide clients with clear and succinct information regarding key aspects of investment advisory and brokerage relationships. The new form includes summarized information about services we provide, fees we charge, how our advisors are compensated, industry practices, etc. It also references where you can find additional information in our Form ADV Part 2 Disclosure Brochure, which we can provide you at any time free of charge, is posted at the website indicated on the Client Relationship Summary or you can access the SEC’s Investment Adviser Public Disclosure (IAPD) system at www.adviserinfo.sec.gov.
We appreciate the opportunity to serve you and welcome any questions you have about our firm or about your account.