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Office: (913) 826-6982   Fax: (913) 948-9484 

tj@fpgkc.com or james@fpgkc.com 

 10925 Antioch Road, Ste 100, Overland Park, Ks 66210

Investment advisory services offered through Financial Partners Group, Inc., an SEC registered investment adviser. Custody and other brokerage services provided to clients of Financial Partners Group, Inc. are offered by Fidelity Brokerage Services LLC, Member NYSE/SIPC. 

Wealth Management

Our wealth management service is more than just investment advice, as it can encompass all parts of a person's financial life. The idea is to integrate pieces of advice from a series of professionals, and benefit from a holistic approach.
 

CAPITAL GAINS
PLANNING
RISK 
MANAGEMENT
FPG 
PREMIER
SRUCTURED
HEDGING
MARGINABLE
SECURITIES

Investment Management

Our Investment Philosophy is simple.  There is a time for growth and a time to protect.  Markets, financial goals and investment strategies change over time. Too often we see clients who have been involved in advisor relationships where investment holdings simply stay static over time regardless of the investment landscape. 

 

TACTICAL
TRADING 
APPROACH
ALTERNATIVE
INVESTMENTS
OUR I.M.
PHILOSOPHY
CORPORATE
PLANNING
BLOCK
TRADING

Financial Planning

Our financial team is uniquely able to offer complete solutions to your planning needs because we represent advanced professionals in each area of financial planning.  This enables us to seamlessly design, implement and proactively manage your financial planning on an ongoing basis.

 

RETIREMENT
PLANNING
COLLEGE 
PLANNING
FEE-BASED
PLANNING 
SERVICES
SOCIAL SECURITY
PLANNING
TAXATION
PLANNING

Estate Planning

The Estate Planning component in a comprehensive financial plan is critical to the overall success of a an individual’s legacy they will leave behind. This is why we work with a small group of allied professional estate planning attorneys who we work closely with to help with make sure your estate plan is in order.

 

ESTATE
PLANNING
TRUSTS &
WILLS
BENEFICIARY
REVIEWS
TAX
STRATEGIES