Our Blog…

Update from Mitzi

Update from Mitzi

With the S&P 500 Index down over 20% Year-to-Date, we are officially in what investors call a “bear...

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Money

Money

A couple of years ago, a client of mine recommended a book, “The Psychology of Money.” It is written by a former...

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Market Research

Market Research

Upcoming Event: If you are a Schwab client with our firm, then you should have received an event calendar outlining...

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Bonds

Bonds

I was at a Holiday Party earlier this month and someone (who’s not in the financial industry) mentioned buying I-bonds to...

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Recovery Just Ahead

Recovery Just Ahead

COVID-19 stopped the longest expansion since World War II. It was the sharpest recession and a very quick drop even moving...

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The Future of Travel

The Future of Travel

A crisis has a way of giving you clarity. It challenges us to go back to the basics, re-discover our roots, and reflect on...

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(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.