Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
My career in business began when I was five, selling peach trees door to door in my native Georgia. Those seeds grew to a career in the financial services industry, one I've been part of for over forty years. During that time, I've had the dual privilege of helping clients begin serious financial plans, as well as seeing those plans bear fruit.
My first client, an engineer who began working with me when I was 23, just retired to his dream of Estes Park after so many years of planning for it.* Stories like that are why I love this business and why I became a financial advisor.
At Goostree Financial Group, we have practical experience helping clients prepare for retirement, the purchase or sale of a business, and also preparing for college and aging parents. My strong background in insurance has also been helpful to clients at every stage of my career. And for me, looking back is really like looking forward because I've had a chance to watch my son, Toby, grow in the business alongside me. His competence and curiosity have given clients the confidence to refer their own children as our business begins to help another generation make wise decisions. I have lived in Kansas City all of my adult life, and am proud to call myself a Jayhawk. This is the city where I have bought homes, built a family, and lived with my wife, Marti, for the last four decades. Toby went to Barstow and William Jewell and I recently heard him describe himself as Midwestern, a description I take some credit for. We are excited to introduce ourselves to you and to get a chance to learn about you and your family and to learn your story.
*This example is not indicative of any future performance, your experience may vary.