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Our mission is to empower clients with tailored solutions that safeguard their assets, minimize tax burdens, and cultivate wealth over the long term.

16/10/2026

The leaves are falling, the temperatures are cooling down, and fall is officially here. As the year starts to wind down, now is a great time to check in on anything still on your to-do list before the busy holiday season arrives.

Whether you have questions, need support, or simply want to connect, we are always here to help. Give us a call anytime, this season and every season.

06/10/2026

Since October is Long-Term Care Planning Month, we want to share information about the impact of long-term care planning on retirement and financial security. Swipe through for a few of the most common questions we hear about long-term care planning.

If you'd like to discuss your long-term care planning options, please feel free to contact us. We are always happy to help.

22/09/2026

September is National Preparedness Month. While many of us may think of emergency kits and storm plans, it’s just as important to prepare financially for life’s unexpected moments.

When it comes to retirement planning, being prepared means building a strategy that can help weather challenges. Swipe to learn more.

If you would like to review your current retirement plan or discuss strategies for preparing for the unexpected, contact me today.

17/09/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

07/09/2026

Labor Day is all about celebrating the workforce, and the best way to honor hard work is to take a real break from it. So to celebrate, our team is fully committing to the cause by penciling some cat naps into our schedules this weekend.

A quick heads-up: The office is closed on Monday, September 7th. We will be back on Tuesday, September 8th — recharged, refreshed, and ready to get to work.

We hope you have a long weekend full of good food, good company, and zero emails!

31/08/2026

Longer life expectancies are changing what retirement looks like. With more years to plan for, your income and savings may need to go further than you initially expected. This also means your financial strategy should be built to support an extended retirement. Swipe to learn more.

If you have questions about your retirement strategy or want to ensure your plan is built for the long term, contact us today. We are here to help.

26/08/2026

There are officially fewer than 100 days left in the year, and now is the perfect time to take a closer look at your financial plan before 2027 begins. A few intentional moves before year-end can help strengthen your financial position and create momentum heading into the new year. Swipe to learn more.

If you would like to discuss your financial goals or review your current strategy before 2027 begins, contact us today. We would be happy to help.

20/08/2026

Planning for retirement comes with a lot of assumptions, but not all of them hold up. Understanding what’s fact versus fiction can make a meaningful difference in how you prepare for the future. Swipe through for a few retirement myths and the realities behind them.

If you have questions about your retirement strategy or want to explore your options, contact us today. Our team is here to help you build a plan designed for your future.

19/08/2026

📣 Estate Planning Seminar — You're Invited!

Planning for the future doesn’t have to feel overwhelming. Join us for a FREE Estate Planning Seminar designed to give you clarity, confidence, and the tools you need to protect what matters most.

We'll cover:
• Wills vs. Trusts
• Protecting your assets
• Planning for incapacity
• Choosing guardians for minors
• Understanding probate (and how to avoid it)

📅 Seminar Dates & Times:
• August 20th at 1:30 PM CST
• August 20th at 6:30 PM CST
• August 25th at 1:30 PM CST

📍 Location:
Mid‑Continent Public Library – Colbern Road
1000 NE Colbern Road Lee's Summit, MO 64086

🔗 Register here: https://www.yoursvp.com/LABNEHHUS
🔒 RSVP Code: LABNEHHUS

We hope to see you there!

02/06/2026

📣 Estate Planning Seminar — You're Invited!

Planning for the future doesn’t have to feel overwhelming. Join us for a FREE Estate Planning Seminar designed to give you clarity, confidence, and the tools you need to protect what matters most.

We'll cover:
• Wills vs. Trusts
• Protecting your assets
• Planning for incapacity
• Choosing guardians for minors
• Understanding probate (and how to avoid it)

📅 Seminar Dates & Times:
• February 23 at 1:30 PM CST
• February 23 at 6:30 PM CST
• February 25 at 1:30 PM CST
• February 25 at 6:30 PM CST

📍 Location:
Mid‑Continent Public Library – Colbern Road Library Center
1000 NE Colbern Rd, Lee's Summit, MO 64086

🔗 Register here: https://www.yoursvp.com/LEBMUM
🔒 RSVP Code: LEBMUM

We hope to see you there!

Address

835 NE Woods Chapel Road

64064

Opening Hours

Monday	09:00 - 17:00
Tuesday	09:00 - 17:00
Wednesday	09:00 - 17:00
Thursday	09:00 - 17:00
Friday	09:00 - 17:00

Telephone

+18166653601

Website

http://www.gapgroupfinancial.com/

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