Meridian Wealth Management

Financial Management Consultants LLC, based in Prairie Village, KS, is currently focused on providing personalized financial advisory services to a select group of clients. As of January 1, 2021, the firm has limited its client base to those they have served from January 1, 2018, through December 31, 2020, ensuring a more manageable workload as they transition toward retirement. Under the leadership of J. Randall Randy Hedlund, the company strives to maintain quality service for its existing clients while no longer accepting new clients. For former clients not continuing with the firm, complimentary access to relevant financial files and information is offered upon request. Generated from the website

Paragon Capital Management, LLC, based in Overland Park, KS, is a registered investment advisory firm dedicated to providing bespoke wealth management solutions tailored to the unique needs of ultra-affluent individuals and institutions. Founded in 1998 by Howard Jacobson, the firm emphasizes personalized service, risk management, and a commitment to generational wealth preservation through carefully constructed portfolios comprised of individual securities. The team at Paragon is led by seasoned professionals, including Craig Novorr, who bring a wealth of experience and a strong focus on client relationships. With an innovative investment philosophy, Paragon Capital Management pledges a high level of dedication to nurturing long-term client relationships while prioritizing individual goals and unique financial situations. Generated from the website

Creative Planning Legal, based in Leawood, KS, operates the Will & Trust Center, specializing in estate planning and trusts. The skilled attorneys at the center craft personalized estate plans to safeguard wealth and protect families. Taking into account individual goals and family dynamics, they tailor a combination of legal documents to secure assets for the benefit of loved ones and important causes. At the Will & Trust Center, clients can access a range of estate planning services, including wills, living trusts, irrevocable trusts, and charitable trusts. The center also assists in wealth transfer strategies, ensuring a smooth transition of assets to future generations while minimizing tax burdens. Through a mix of trusts, gifting techniques, and family partnerships, they help preserve family assets and financial legacies. Generated from the website content