Broker Check

Work Toward Creating
Your Ideal Financial Future

We offer tailored strategies 
for clients and advisors' to pursue their version of success.

Let's Get Started

Crafting Personalized Services

Unified personalized support for Clients, custom solutions, quality advice, and services for your long-term success, regardless of life stage.

Learn more

Services for Your Business

Transcendent empowers Financial Advisors growth, balance, and vision with innovation, personalized plans, and strategic opportunities worldwide.

Learn more
Our Process

Our Process

We create strategies that are tailored to your needs and goals.

Learn more
Prioritizing Your Success With Every Investment

Prioritizing Your Success With Every Investment

At the core of every client success story is a balanced, holisitic plan that addressed their current and future needs. No matter where they live, clients have immediate acces to the cutting-edge technology of a larger firm and the tight community of a smaller firm.

Client Services
Discover Your Potential

Discover Your Potential

We offer an innovative educational approach that guides clients towards a confident long-term plan toward achieving financial success. Our balanced approach works toward helping them pursue their short- and long-term goals.

Learn About Us
Prioritizing Your Success

Prioritizing Your Success

At the core of every client success story is a balanced, holistic plan that addressed their current and future needs. No matter where they live, clients have immediate access to the cutting-edge technology of a larger firm and the tight community of a smaller firm.

Who We Work With

We create strategies that are tailored to your needs and goals, no matter what financial stage you are in.

Growing Families

Our professional advisors can navigate successful financial planning for yourself and your growing family as you encounter new phases.

Learn more

Pre-Retirees

Prepare for a comfortable retirement with a solid financial foundation lead by our professionals for the next phase of your life.

Learn more

Retirees

Maintain the lifestyle you’ve dreamed of while navigating obstacles and maintaining a steady cash flow.

Learn more

Business Owners

Effectively grow and scale your business and wealth while keeping your business running smoothly.

Learn more

Aerospace

Get a clear financial strategy for a successful future while keeping your community moving.

Learn more

Starting Out

Take your first steps on your financial journey with our trusted team guiding you towards the life you envision.

Learn more
Join Our Team<br/>

Join Our Team

Get the support you need to grow your business and create a unique path to success based on your independence.

Your Trusted Partners for Long-Term Success

Our personalized coaching helps you clarify and achieve your biggest lifestyle goals.

Financial Planning

A well-conceived plan lets you maximize your savings and make a realistic budget for a healthy financial future.

Investment Advisory

We learn what's important to better help you manage your portfolio, build wealth, and reach your desired lifestyle goals.

Risk Management

We will help protect your most valuable assets with effective risk management solutions for your financial goals.

Estate Planning

Ensure the successful distribution of your assets and wealth for the future with effective estate planning.

Education & Training

We’ll provide you with cutting-edge tools to discover innovative approaches to help you successfully realize your long-term goals.

Business Planning

Discover how to grow your business and wealth with holistic and balanced financial planning strategies.

Succession Planning

Let’s work together to create an effective business growth plan to help transfer your business to the next generation of advisors.

Advanced Technology

Our advanced planning tools can help you visualize your financial goals and create a comprehensive path to success.

Resources for Financial Literacy

Education is central to our core, and we are committed to sharing our extensive knowledge to improve the lives of others. Browse through our resources to start your journey towards improving your financial literacy.

Creating a Comprehensive Estate Plan

Creating a Comprehensive Estate Plan

What does it take to create or update your estate plan? Here's a 7-step Estate Planning Checklist to help you get started.
Learn More
Perception vs. Reality

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.
Learn More
What&#8217;s My 2024 Tax Bracket?

What’s My 2024 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Learn More

*All investing involves risk, including the possible loss of principal. There is no assurance that any investment strategy will be successful.
*For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Advisor Networks LLC nor any of its representatives may give legal or tax advice.

Have a Question?

Thank you!
Oops!

Call Us

913.481.4493


Address

13200 Metcalf Ave, Suite 280

Overland Park, KS 66213