We Educate You…
We strive to continually educate our clients not only about changes in the financial world, but also regarding other topics of interest by hosting workshops and events.
Whether it be gardening, volunteering, or spending time with kids and grandkids, one of the first things we like to do is get to know our clients hobbies and interests and support them in that. We also inquire about any concerns (economy/stock market, retirement, identity theft) and tailor workshops around those topics.
Bottom line… We simply treat our clients like family and want them to know that we care!
(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.