Keen Wealth Advisors

Benefit Trust provides trust, custody and fiduciary services to executives, corporations and institutions. With unique portfolio management systems such as nBalance, Benefit Trust is the leading fiduciary and custodial services provider in Kansas City and beyond.

Our purpose is to make a positive difference in the lives of our clients by professionally dedicating ourselves to their financial well-being. We are focused on helping our clients build, preserve and maximize their wealth. We accomplish this by combining comprehensive financial planning, disciplined investment strategies and completely objective advice. And because we serve a select group of high-net-worth individuals and business owners, we are able to offer highly personalized service with attention to every detail. The results consistent, well-planned strategy designed to meet the unique needs of each client.

Retirement Resources was founded on the principal of providing quality investment, retirement, and estate planning services that is consistent with the goals and concerns of our clients. For this to happen, we need to be independent of any brokerage or insurance firms. Our allegiance must be to our clients and not to the firms we represent. Instead we must create strategic alliances with high quality firms that can play an important role in assisting us in helping our clients accomplish what is most important to them. This includes, but is not limited to, legal, accounting, investment management, and insurance firms. We must be prepared to provide service and assistance to families and individuals even before they become clients. Without "service first", trust and confidence will never be established. Without trust and confidence, a firm cannot grow. Today we are a healthy and vibrant firm because of the continuing service and communication we provide for our clients.