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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.

Mary E Nussbaum, CFP, EA, provides tax and financial services and investment planning for the Warrensburg and the surrounding area. With over 35 years of experience, you can be assured that your matters will be handled accurately and with professionalism. Visit our website for more information or give us a call today for an appointment.

Your financial goals, aspirations and investment needs are just that ? yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we?re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We?ll also be there to help you each step of the way in the pursuit of your personal financial goals.