James Ney: Primerica-Financial Services

Harrison Capital Management is a Leawood-based financial firm that offers comprehensive wealth management services to individuals and businesses. With a focus on collaborative financial planning, asset allocation, estate planning, and retirement planning, their team of experienced professionals aims to protect and grow their clients' assets. They also specialize in serving military families, executives, and business owners, providing tailored solutions to meet their unique financial needs. With a mission to coordinate and oversee the financial affairs of their clients, Harrison Capital Management strives to provide high-quality information, services, and products to help individuals and families achieve their financial goals.Generated from the website

At NextGen Wealth, our passion is serving as a trusted financial advisor for individuals looking for expert financial and retirement planning. Located in Lee’s Summit, MO, we are a financial planning and investment management firm whose founder is a Certified Financial Planner® (CFP®) and fiduciary. Through technology and innovation, we help our clients in the Kansas City metro and nationwide find their path to financial independence. We create custom financial plans catered to each client’s unique needs including retirement planning, college savings, budgeting, and more. We work with our clients through the investment and wealth management processes to ensure they receive the true value of a full-service financial advisor.