JW Advisory Group

JW Advisory Group Knowledge is power. It is also the foundation for intelligent, well-considered decisions. Today’s economic environment brings challenges.

When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. As a financial professional, I am committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon, and goals, I’ll work diligently to develop a program that carefully balances

investment strategies with preserving principal. But along with challenges come opportunities and potential rewards. I work closely with my clients to evaluate those opportunities and get in position to reap those rewards. I enjoy helping people build a solid financial foundation for the future. I invite you to check out all the material on my website. If something prompts a question, please send me a quick email or call my office. I would enjoy speaking with you. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if b...
05/29/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tel...
05/27/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this v...
05/25/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

M0 is the total of all physical currency worldwide. What’s it look like?
05/22/2026

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

Valuation is important for business succession, estate taxes and even qualifying for a loan.
05/20/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Consider a bucket plan to go with your bucket list.
05/18/2026

Consider a bucket plan to go with your bucket list.

A bucket plan can help you be better prepared for a comfortable retirement.

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:
05/15/2026

You’ve heard Medicare Parts A, B, C, & D referenced, but what do they mean—and what do they cover? Find out more here:

Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.

Considering a vacation home? 5 questions to determine if you’re ready.
05/13/2026

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
05/11/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

When considering a record keeping system for your business, you need to ask yourself some very important questions
05/08/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Address

7500 College Boulevard
Overland Park, KS
66210

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm
Saturday 9am - 5pm
Sunday 9am - 5pm

Telephone

+19136937247

Website

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