Planning Process

1. Chat

We offer a friendly and relaxed atmosphere where we can visit about you and your family.

2. Build

We’ll construct a financial plan that is tailored to your unique situation and customized to address your objectives outlined in step one.

3. Implement

We will agree upon a final plan and prepare the necessary papers for your approval. Our back office will handle any account transfers.

4. Monitor

With your new plan now fully implemented, we monitor and measure your progress to ensure your plan stays on target.

5. Breathe Easy

When your plan is fully implemented, you will enjoy financial clarity and increased confidence. Our unique financial dashboard will allow you to access your entire financial life in one place via any computer, tablet or phone. It’s time to breathe easy.

About Us

Lance is a CERTIFIED FINANCIAL PLANNER (CFP)® who enjoys partnering with hard working families to bring clarity and confidence to their financial plans.

With over 20 years of wealth management experience, he loves to build relationships with clients to discover all of the positive possibilities for a secure retirement.

Account Access

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Quick Links

Securities America Inc.

Direct Office Phone: 913-851-1903

Mobile / Text: 913-538-0860

Fax: 913-851-1907

[email protected]

disclosure documents

Securities offered through Securities America, Inc. (SAI) member FINRA/SIPC. Investment advisory services offered through Securities America Advisors, Inc. (SAA). SAI and SAA are separately owned and other entities and/or marketing names, products or services referenced here are independent of SAI and SAA. This communication is strictly intended for individuals residing in the states of AR, AZ, CO, FL, IL, KS, MO, NE, OK, TX. No offers may be made or accepted from any resident outside the specific state(s) referenced

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation.