Our Mission…
We achieve a high degree of trust and confidence by providing valuable ongoing reviews of your goals and progress. You will feel comfortable opening up and letting us know the facts, changes, needs, and concerns that are going on in your lives. We openly know that these things play an important role in financial matters.
Our Mission is to:
- Form a long-term partnership with clients.
- Provide comprehensive financial planning.
- Break down complex financial matters so they’re easy to understand.
This leads to a relationship that goes deeper than simply products and performance. If you are a client, we want to know you, as a person, not just a number.
(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.