Our financial planning services provide a personalized approach to managing your wealth, budgeting, and preparing for the future. FTPWC can help you build a solid financial foundation with customized strategies for long-term success.

Whether you’re looking to grow your wealth or preserve capital, we will tailor our investment strategies to your goals. Our team helps you diversify and optimize your portfolio for long-term financial stability

• Stocks, bonds, and mutual funds
• Exchange-traded funds (ETFs)
• Tax-efficient investment strategies

Retirement planning is essential to ensuring a comfortable and stress-free future. We guide you through the process of creating a retirement strategy that meets your financial needs and lifestyle goals.

• IRA & 401(k) rollovers
• Pension planning
• Social Security integration

Investing isn’t just for retirement—it’s also about financial growth and security at every stage of life.

• General investment accounts
• Education savings plans
• Diversified portfolio management

Estate planning ensures that your assets are distributed according to your wishes and your loved ones are taken care of. Come to us for guidance on wills, trusts, and legacy planning.

A will is a fundamental part of any estate plan, ensuring that your assets and personal wishes are legally documented. We help you draft and update your will to reflect your intentions.

FTPWC can help you organize your estate strategy and coordinate it with your attorney. We do not draft legal documents such as wills or trusts and we do not provide legal advice.

Trusts provide flexibility and control over how your assets are managed and distributed. We help you establish the right trust structure to align with your financial and estate goals.

• Revocable and irrevocable trusts
• Asset protection strategies
• Tax-efficient estate planning

A revocable trust allows you to maintain control over your assets while ensuring a smooth transition of wealth to your beneficiaries. We help you understand the benefits and set up a plan that works for you.

• Avoidance of probate
• Flexibility to modify or revoke
• Privacy in estate planning

For comprehensive estate and financial planning, we offer complete plans that integrate retirement, investments, tax strategies, and insurance solutions tailored to your goals.

• Holistic financial strategy
• Coordination of all assets and accounts
• Legacy and wealth transfer planning

Tax planning is a key component of financial success. Our experts help you minimize tax liabilities and optimize tax-efficient investment strategies.

• Tax-efficient portfolio management
• Estate and inheritance tax planning
• Strategic charitable giving

Insurance plays a crucial role in protecting your wealth and securing your financial future. We help you choose the right coverage to safeguard your assets.

• Life and long-term care insurance
• Income protection strategies
• Business and personal insurance planning

Let’s create a plan that works for you. Contact us today to start building your financial future with confidence.

Email: brent@ftpwc.com
Phone: 417.891.1007

Brent is an investment adviser representative registered in Missouri and Kansas and a licensed insurance agent. He is a Certified Financial Fiduciary (CFF), has nearly 40 years in investment management, and has a BBA in Finance and Economics from Baylor University.

Chris is an investment adviser representative registered in Missouri and Kansas and a licensed insurance agent. With more than 30 years in financial services, he helps people near or in retirement build dependable income strategies. He holds a BA in Psychology with a minor in Mathematics.

Securities and advisory services are offered only through Fiduciary Trust Private Wealth Counsel, LLC (FTPWC), an investment adviser registered with the Missouri Securities Division and the Kansas Office of the Securities Commissioner. Registration does not imply a certain level of skill or training.

Advisory products and services are not deposits, are not insured by the NCUA or any federal agency, are not obligations of or guaranteed by TelComm Credit Union or any affiliate, and may lose value, including loss of principal.

TelComm is not an investment adviser or broker-dealer, does not provide investment advice, and is not affiliated with FTPWC. FTPWC’s office is located in a TelComm building.

FTPWC’s Form ADV Part 2A and Part 2B, which describe our services, fees, and conflicts of interest, are available at https://adviserinfo.sec.gov/firm/brochure/318579, at www.ftpwc.com, or on request at (417) 891-1007.

Life, long-term care, and annuity products are available through Brent Weisenborn and Christopher Halford, who are licensed insurance agents, through Fiduciary Trust Assurance Group, LLC. Insurance sales are separate from our advisory services. They are not made as an investment adviser acting as your fiduciary, and the agents earn commissions, which creates a conflict of interest. You are never required to buy insurance from us and may buy it from any other agent.