| Advisor Profile |
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Business Description |
My company is owned by the Grant Family, who created and ran BMA in Kansas City since the early 1900s
We are a Full-Service Financial Institution that is 100% Independent which allows us to use any provider/products necessary for our clients needs.
I personally work with personal Insurance and Long-Term Care, as well as Group Insurance and company Retirement Plans.
We also have an Individual Wealth Management Firm to help individuals make the most of their portfolio. |
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| Prepared By: |
David Gaston |
Frequently Asked Questions |
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Do you have a customer satisfaction or refund policy? |
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We offer a free review of your current plan which provides us with the necessary information to help you accomplish your goals |
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What services do you offer? |
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Financial Planning isn't my focus, but I partner with a Wealth Management Firm that has proven to be invaluable to my clients. |
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Will you be the only person working with me? |
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I work with Frontier Weatlth Management. If Financial Planning is what you need, you may contact me and I will direct you to the right person |
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What carrier(s) do you represent? |
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I represent any and all carriers. I'm a former MassMutual agent, but enjoy the freedom of being 100% independent. It benefits me and the client by allowing me to use the best product for my clients needs |
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Are there any pre-existing conditions that you can not cover? |
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No, the advantage of being Independent is if someone has a condition not covered by one company, I can find the company best suited for their needs |
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How long does it take to complete the application and approval process? |
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