Our Blog…
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...
Spending Confidently in Retirement
I read a CNN article this morning that inspired the message of today’s newsletter. The article highlights how...
The End of Summer is upon us…
I hope you've enjoyed your Summer so far. Last week our tomatoes FINALLY started ripening so we could enjoy the fruits of...
Update from Mitzi
With the S&P 500 Index down over 20% Year-to-Date, we are officially in what investors call a “bear...
Perfect Storm for Inflation…
Last year, we saw the US consumer blow through over $5 trillion in excess savings as the stimulus plan was...
Money
A couple of years ago, a client of mine recommended a book, “The Psychology of Money.” It is written by a former...
Market Research
Upcoming Event: If you are a Schwab client with our firm, then you should have received an event calendar outlining...
Bonds
I was at a Holiday Party earlier this month and someone (who’s not in the financial industry) mentioned buying I-bonds to...
Challenges & Opportunities Ahead
With election results looming, COVID cases rising, and the timing for another round of stimulus still in question, I wanted...
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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.