WEALTH MANAGEMENT

 FINANCIAL PLANNING *

With longer lifespans and an increase in active lifestyles for retirees, detailed financial planning is essential to mapping out the rest of your life. It requires taking a moment to pause and look at your life in its entirety – knowing who you are and what is most important in your life. It can be an overwhelming process without the help of knowledgeable financial planners. 

That's why we're here. Greystone Capital makes it a goal to get to know you and what matters most in your life. We make sure to ask all the right questions so you can rest easy knowing we have left nothing to chance.

Financial areas we help you navigate:

  • Debt Planning
  • Loss Prevention
  • Retirement Income
  • 401(K)/IRA Distribution
  • Charitable Trust Planning
  • Gifting Strategies
  • Estate Plan Coordination
  • Social Security Planning
  • Income Planning & Cash Management
  • Tax Planning
  • Insurance Planning(Healthcare, LTC, Life & Disability)
  • Social Security Analysis
  • ESOP Plan
  • Death of a Spouse
  • Divorce

 RETIREMENT PLANNING

Building a business is hard work. Day in and day out, you put everything you have into it. You invest time, money and yourself. Those days at the office or in the field quickly become years. Before you know it, it's time to leave the business behind.

You deserve a unique retirement strategy that will allow you to relax long before you retire. Greystone Capital can help.

Retirement planning needs to start now, not tomorrow. When your money isn't compounding, building upon itself, you're losing cash. With our help, you could just as easily be earning it.

The bottom line is that you work hard for your business. Your money should be working just as hard for you, starting now. 

 LEGACY PLANNING

Deciding who gets your cars, house, heirlooms and the rest of your estate can create tension and strain a family's dynamic. Despite the weighted choices involved, estate planning is an important and necessary duty.

The last thing you should worry about while making these decisions is burdening your family with high-cost estate taxes.

Estate-planning strategies, through a networking arrangement, from Greystone Capital can be used to finance the cost of these taxes, so loved ones won't have to pay them. They will get all of their inheritance, what is rightfully theirs.

Leave a legacy, not taxes to pay.

 PORTFOLIO MANAGEMENT

At Greystone Capital, our portfolio management services work to make the most of your money to promote long-term, stable growth. Whether you're just getting started or nearing retirement, we provide a full spectrum of investment strategies from conservative to aggressive.

Our credentialed associates will work directly with you to learn your unique needs, and put together a plan specific to your financial picture and goals. It's an approach that's allowed us to help individuals and businesses in Kansas City and nationwide over the years, cultivating growth in a variety of financial landscapes – even rough economies.

 ALTERNATIVE INVESTMENTS

As your net worth grows, it may make sense to diversify your portfolio beyond stocks and bonds. Doing so does not guarantee profits, but it can potentially result in a portfolio with a lower correlation to the broader markets, leaving your investments less at the mercy of market extremes.

Rethink your traditional diversification strategies with the help of Greystone Capital. We can help you assess your risk tolerance and consider alternative investments that enhance your portfolio and are designed to reduce the impact of market volatility.