Planned giving in Independence, Missouri

Harrisonville Head Start is a school located at 404 South Lincoln Road in Harrisonville, Missouri, United States. We offer case management services for individuals from birth through the adult lifespan, connecting clients to the support they need to thrive. Our services range from prenatal to age 5 through programs such as Early Head Start, Head Start, Missouri First Steps, and privately paid preschool. We also provide housing options for people with disabilities, valuing individual choices and promoting independence and inclusion. Additionally, we assist individuals with disabilities in finding fulfilling employment through job coaching, resume building, interview skills, and benefits planning. For adults with intellectual or developmental disabilities, we offer daily, meaningful life experiences and community engagement opportunities. Our aquatics classes, including water walking, aerobics, and individual therapies, provide a safe and effective exercise option.

The Center for Human Services Adrian Head Start is a school located at 311 West 1st Street in Adrian, Missouri, United States. We offer case management services for individuals of all ages, connecting them to the support they need to thrive. Our services range from prenatal to age 5, including Early Head Start, Head Start, Missouri First Steps, and privately paid preschool. We also provide housing options for people with disabilities, promoting independence and inclusion. For those with disabilities, we offer assistance in finding fulfilling employment through job coaching, resume building, interview skills, and benefits planning. Adults with intellectual or developmental disabilities can participate in daily life experiences and community engagement opportunities. We also offer aquatics classes and one-on-one therapy sessions focused on teaching replacement behaviors.

TRIAD Wealth is a prestigious finance institution located at 625 Maryville Centre Drive in St. Louis, Missouri, United States. With a strong focus on wealth management and financial planning, TRIAD Wealth offers a comprehensive range of services to help clients achieve their financial goals. Their team of experienced professionals provides personalized advice and strategies tailored to each client's unique needs and objectives. Whether you are looking to grow your investments, plan for retirement, or protect your assets, TRIAD Wealth is dedicated to helping you build and preserve your wealth for the long term.

Merrill Lynch Financial Advisor Tim Hampton, located at 7676 Forsyth Boulevard in Clayton, Missouri, offers holistic financial strategies to help clients achieve their retirement, education, and lifestyle goals. Tim collaborates with specialists in investments, banking, and trust services to provide personalized solutions for clients. With over 20 years of experience in financial services, Tim is dedicated to supporting non-profit organizations and individuals in his community. He holds certifications as a Certified Financial Planner and Chartered Retirement Planning Counselor, and is qualified as a Portfolio Manager. Tim and his team at Merrill Lynch Wealth Management focus on building strong client relationships based on trust and personalized service. In addition to financial planning, Tim and his wife are passionate about beekeeping and genealogy. They also support local theater and charitable causes. By understanding each client's unique priorities and goals, Tim helps them navigate the constantly changing financial landscape and make informed decisions to achieve financial success.

Edward Jones - Financial Advisor: Ric Brockmeier is a reputable finance institution located at 7200 Northwest 86th Street in Kansas City, Missouri, United States. With a focus on providing personalized financial advice and investment solutions, Ric Brockmeier and his team strive to help clients achieve their financial goals and secure their future. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Ric Brockmeier offers tailored financial strategies and expert guidance to help you make informed decisions. Contact them today to schedule a consultation and take the first step towards a more secure financial future.

Edward Jones - Financial Advisor: Steven T Sullivan, AAMS™ is a reputable finance institution located at 4510 Belleview Avenue in Kansas City, Missouri, United States. With a focus on providing personalized financial planning and investment services, Steven T Sullivan, AAMS™ is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Steven T Sullivan, AAMS™ offers expert advice and guidance to help you make informed financial decisions. With a commitment to integrity and professionalism, this institution is a trusted partner in helping clients navigate the complex world of finance.

Scout Investments, Inc. is a finance institution located at 1201 Walnut Street in Kansas City, Missouri, United States. With a focus on providing investment management services, Scout Investments offers a wide range of financial products and solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to delivering personalized investment strategies and exceptional service to their clients. Visit Scout Investments, Inc. today to learn more about how they can help you secure your financial future.

The Angold Roth Wealth Management Group at Morgan Stanley is a highly respected finance institution located at 4520 Main Street in Kansas City, Missouri, United States. With a focus on providing comprehensive wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals. From investment planning to retirement strategies, we offer personalized solutions tailored to each individual's unique needs. Trust us to guide you towards a secure financial future.

Paula J Dougherty - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 1525 East Republic Road, Springfield, Missouri, United States, is a finance institution offering a wide range of services to help individuals manage their wealth and plan for their financial future. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Paula J Dougherty is equipped with the knowledge and expertise to assist clients in various areas such as asset management, retirement planning, estate planning, investment strategies, and risk management. Additionally, Paula J Dougherty offers specialized services for specific needs, such as for domestic partnerships, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. With a commitment to ethical practices and ongoing education, Paula J Dougherty is dedicated to providing clients with personalized and comprehensive financial planning solutions.

Steve Green - Central Investment Advisors is a premier financial institution located at 400 South Business US Highway 65 in Branson, Missouri. As a trusted bank and finance company, we specialize in providing expert investment advice and personalized financial solutions to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to providing top-notch service and guidance to ensure our clients make informed decisions about their investments. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Steve Green - Central Investment Advisors is here to help you every step of the way. Visit us today and let us help you secure your financial future.

Edward Jones - Financial Advisor: Justin Harper is a renowned finance institution located at 4216 South Cox Road in Springfield, Missouri, United States. With a focus on personalized financial planning and investment strategies, Justin Harper and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Justin Harper offers expert guidance and tailored solutions to meet your needs. Trust in their expertise and experience to secure your financial future.

Richard A Hale is a Financial Advisor at Ameriprise Financial Services, LLC located at 901 East Saint Louis Street in Springfield, Missouri, United States. Richard A Hale holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Richard A Hale's expertise in various areas of finance including asset management, retirement planning, estate planning, investment management, and more. With a commitment to ethical practices and ongoing education, Richard A Hale provides comprehensive financial planning services to clients in Springfield and beyond.

Penney, Murray & Associates - Ameriprise Financial Services, LLC is a finance institution located at 2609-B East Sunshine Street in Springfield, Missouri, United States. To set up an appointment, please call (417) 881-9200 or Toll Free (866) 884- 9200. Ameriprise financial advisors are registered to do business in certain U.S. states. The initial consultation provides an overview of financial planning concepts. Please visit the advisor's personal website or FINRA’s BrokerCheck website for more information. Ameriprise Financial cannot guarantee future financial results. We are dedicated to helping you achieve your financial goals and welcome referrals from friends and family. Member FINRA and SIPC. Thank you for choosing Penney, Murray & Associates - Ameriprise Financial Services, LLC.

Merrill Lynch Financial Advisor Michael I Pinkston is a finance institution located at 1630 East Bradford Parkway, Springfield, Missouri, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. The PBM Group, with over 60 years of combined wealth management experience, takes a long-term, planning-based approach to help individuals and families pursue their financial goals. The team believes in delivering wealth management services with professionalism, a sense of urgency, and genuine care for their clients and their families. They work with clients at all points along their financial journey, from career-building through retirement, and believe in developing a tailored wealth management strategy based on the client's priorities. The team is deeply ingrained in the community, giving back through volunteering and serving on boards. They believe in the power of the right advisor and offer personalized investment strategies and comprehensive financial solutions through Merrill Lynch Wealth Management.

Merrill Lynch Financial Advisor Karl Kime is a finance institution located at 1630 East Bradford Parkway, Springfield, Missouri, United States. Karl Kime has been in the financial services industry since 2011 and joined Merrill in 2022. His focus is on helping affluent individuals develop personalized financial strategies by understanding their short- and long-term financial goals. Karl Kime and his wife, Becky, live in Springfield with their two children and are active in the community, supporting various organizations. As a Merrill advisor, Karl Kime aims to connect all aspects of his clients' financial lives to help them prioritize and pursue the goals that matter most to them.

Edward Jones - Financial Advisor: Nick Behnen is a trusted financial institution located at 15008 Manchester Road in Ballwin, Missouri, United States. As a dedicated financial advisor, Nick Behnen provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, Edward Jones - Financial Advisor: Nick Behnen is committed to providing expert guidance and support to clients looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, Nick Behnen and his team are here to help you every step of the way. Visit their office today to start planning for a brighter financial future.

Edward Jones - Financial Advisor: Jim Caruso, CFP®|ChFC® is a trusted financial institution located at 3668 South Geyer Road in St. Louis, Missouri, United States. With a focus on providing personalized financial planning and investment services, Jim Caruso, a Certified Financial Planner and Chartered Financial Consultant, is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or grow your wealth, Jim Caruso and his team at Edward Jones are committed to providing expert guidance and tailored solutions to meet your specific needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Luebbehusen-Avery Wealth Management - UBS Financial Services Inc. is a leading financial institution located in Chesterfield, Missouri. With a focus on providing personalized wealth management solutions, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our experienced advisors are here to guide you every step of the way. Visit us at 17107 Chesterfield Airport Road to learn more about how we can help you secure your financial future.

Jeff Meyer - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 12935 North Outer 40 Road, St. Louis, Missouri, United States. Jeff Meyer holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and CFMA®. These certifications demonstrate his expertise in areas such as asset management, retirement planning, estate planning, investment strategies, and more. Jeff Meyer is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients.

John A Beaudoin is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 825 Maryville Centre Drive in Chesterfield, Missouri, United States. Specializing in finance, John A Beaudoin holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, estate planning, retirement planning, investment management, financial analysis, and more. With a commitment to ethical practices and ongoing education, John A Beaudoin provides comprehensive financial planning services to individuals and businesses, helping clients achieve their financial goals and secure their future.

Duncan Financial Management, Inc. is a finance institution located at 10820 Sunset Office Drive in St. Louis, Missouri, United States. With 36 years of experience in the financial services industry, Jeff Duncan provides clients with a weekly update on how changes in the world of finance may impact their financial future. The DFM Path™ offers real answers to retirement questions and helps individuals take control of their financial future. The institution offers resources such as eBooks and guides on topics like fixed index annuities. Duncan Financial Management is an independent firm that helps individuals create retirement strategies tailored to their needs and objectives. It is important to note that investing involves risk and guarantees provided by insurance products are backed by the financial strength of the issuing insurance carrier. The information provided on the website is for informational purposes only and should not be used as the sole basis for financial decisions. Contact Duncan Financial Management for personalized financial guidance and stay informed on recent financial topics that could impact your situation.

The McMurtrey Financial Group is a renowned finance institution located at 1 North Brentwood Boulevard in Clayton, Missouri, United States. With a team of experienced professionals, they offer a wide range of financial services to help clients achieve their financial goals. Whether it's investment planning, retirement planning, or wealth management, The McMurtrey Financial Group provides personalized solutions to meet the unique needs of each individual or business. Their commitment to excellence and customer satisfaction sets them apart as a trusted partner in achieving financial success.

Merrill Lynch Financial Advisor David K. Yarbrough II, located at 7676 Forsyth Boulevard, Clayton, Missouri, United States, offers a disciplined approach to planning-based wealth management and access to private banking services. With decades of experience and the resources of one of the world's most prestigious wealth management firms, David and his team provide personalized service while utilizing the research and tools provided by the Chief Investment Office and BofA Securities. Committed to putting clients' interests first, the team also gives back to the community through various charitable organizations. Through Merrill Personal Wealth Analysis™, the team can create a personalized financial plan centered on clients' goals. With a focus on building strong client relationships based on trust and personalized service, David and his team strive to help clients achieve their financial goals and manage investment risk. By understanding clients' aspirations and priorities, the team can develop a customized financial strategy to address their needs. Through ongoing communication and adjustments to the financial approach, the team helps clients stay on track to achieve their goals. With access to the investment insights of Merrill and banking solutions from Bank of America, David works with clients to develop an approach designed to address their financial needs and priorities. As a Certified Financial Planner and Chartered Retirement Planning Counselor, David is committed to helping clients navigate the complexities of their financial lives and achieve their goals.

Euclid Managers is a leading institution located at 2345 Grand Boulevard in Kansas City, Missouri, United States. We specialize in providing independent brokers with top-notch insurance products and exceptional service. Our team of experts is dedicated to helping brokers find the best group health, dental, life, and disability programs from top insurance carriers for their clients. With over two thousand independent agents relying on us, we have established partnerships with NortonLifeLock and HealthiestYou to offer innovative benefits that enhance employee packages. Our integration with FormFire allows us to streamline the process of finding the right benefits for clients, saving time, resources, and money.

Welcome to Salons by JC Saint Louis Galleria, where we redefine the salon experience for both clients and salon professionals. Conveniently located at 1194 Saint Louis Galleria Street, St. Louis, Missouri, our beauty salon offers an unparalleled blend of luxury, community, and empowerment. At Salons by JC, we empower salon professionals to take control of their careers through salon ownership. Our state-of-the-art, customizable salon suites are move-in ready and equipped with all the amenities needed to elevate your business. Whether you're just starting out or have an established clientele, our supportive environment and premium locations offer the ideal setting to grow your brand.

Welcome to Habits of Health, your trusted partner in achieving a healthier lifestyle through sustainable habit change. Located at 215 South Main Street, Palmyra, Missouri, we are dedicated to empowering you to build the healthy life you deserve without relying on fad diets. Our approach is centered around the belief that success is better with a coach by your side. At Habits of Health, we understand the challenges of navigating the path to a healthier lifestyle, especially the frustration of unsuccessful yo-yo dieting. Our founder's personal journey to optimal health has instilled a deep sense of empathy, respect, and understanding, which are integral to our coaching philosophy. Inspired by past experiences, we are proud to offer coaching as a Certified Independent Optavia Coach, guiding clients towards long-term health one healthy habit at a time.

Welcome to Kindermusik Academy, where music ignites a lifelong passion for learning and development in young children. Located at 470 East Lockwood Avenue, Webster Groves, Missouri, we offer both LIVE virtual and in-person music classes designed to supercharge early development and foster meaningful connections among families. Our engaging, play-based approach provides a comprehensive brain workout, promoting school readiness and nurturing a more confident, kinder generation. Whether you are a parent seeking enriching activities for your child, an educator looking for innovative teaching methods, or someone passionate about early childhood music education, Kindermusik Academy is here to support you.

Welcome to Edward Jones - Financial Advisor: Jeff Arnold, your trusted partner in Warrenton, Missouri, for all your financial planning needs. Located at 123 West Booneslick Road, we specialize in providing personalized financial services tailored to help you achieve your goals. Whether you're planning for retirement, saving for education, or just starting to build your financial future, we're here to guide you every step of the way. Explore our innovative tools like the Starting Point tool, designed to help you take the first steps in planning your financial future. Not sure where your financial priorities lie? Our "My Priorities" quiz is an essential tool that aids in crafting a comprehensive financial strategy just for you.

Alex Ottinger - Financial Advisor, Ameriprise Financial Services, LLC Welcome to Alex Ottinger - Financial Advisor, your trusted partner in achieving financial success. Located at 5377 State Route N, Cottleville, Missouri 63304, we are committed to providing comprehensive financial planning services tailored to meet the unique needs of our clients.

Visionary Wealth Advisors: Guiding You Towards a Brighter Financial Future Welcome to Visionary Wealth Advisors, where our mission is to help you achieve a future greater than your past. Located at 1401 South Brentwood Boulevard, Brentwood, Missouri, we are more than just financial advisors; we are your partners in envisioning and realizing your dreams.