Start your wealth management journey today.

​Here, we treat our clients like family, putting their needs ahead of our own. As advisers, we take our responsibility seriously. We know that wealth management can be an intimidating topic for some people. But that’s OK, because we’re not afraid to talk about your retirement income and the things you want to do with it. We’re happy to share everything we know because that’s the kind of unparalleled service we strive to provide to our clients every day.

Call us today at 816.560.4429.

We adhere to a five-step plan of wealth management.

We might ask you five questions as we help you plan what to do with your portfolio.
  1. What’s your goal? How do you envision your retirement? That’s the most important question to our advisers.
  2. What do you know about your finances? Our advisers need to understand your current financial situation and what your goals are to help make your vision a reality.
  3. How do we use what we know to build a plan? There’s more than one way to get from Point A to Point B. We provide the pros and cons for each scenario and help you make a comprehensive wealth management plan for your individual situation. Our advisers give you the tools to make informed decisions.
  4. How do you execute your plan? Everything leads up to this point: executing the plan. We’ll encourage you to follow through, stick to your plan, and keep making progress toward your financial goals.
  5. Is the plan continuing to work? Life evolves. As things change, so might your needs. Our team will work with you to update your plan as needed, to analyze new information, and to make sure you’re satisfied with the level of service being provided to you.

Give us a call today to get started! 816.560.4429.

Are you prepared for retirement?

You’ve probably been planning for retirement in some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions.

    Fill out the form below to access your complimentary download!

Domenic Rizzi

p. 816.560.4429
f. 816.421.7214
e. [email protected]
www.reliantfinancialservices.com
​
1600 Genessee, Suite 961
​Kansas City, MO 64102

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Securities and Investment Advisory Services offered through GWN SECURITIES, INC. 11440 N Jog Road, Palm Beach Gardens, FL 33418, (561) 472-2700, Member FINRA, SIPC.
Reliant Financial Services and GWN SECURITIES, INC are not affiliated.

IMPORTANT: The security of electronic mail sent through the Internet is not assured. Reliant Financial Services, Inc (Reliant) therefore recommends that you do not send confidential information to us via electronic mail, including social security numbers, account numbers, and personal identification numbers. Delivery, and timely delivery, of electronic mail is not assured. Reliant and GWN therefore do not accept time-sensitive or action-oriented messages delivered to us via electronic mail, including authorization to "buy" or "sell" a security or instructions to conduct any other financial transaction.

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

Information and interactive calculators are made available to you as self-help tools for your independent use. We cannot and do not guarantee their accuracy or their applicability to your circumstances. The information provided here is to assist you in planning for your future. Any analysis is a result of the information you have provided. Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that we encourage you to seek personalized advice from qualified professionals regarding all personal finance issues. Any rate of return entered into the interactive calculator to project future values should be a reasonable average return for the period. Rates of return will vary over time and generally the higher the rate of return the higher the degree of risk.
 
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov