This might seem like a surprising headline on this show, but it’s true. For some, working with a financial advisor makes a lot of sense. But for many, it does not. Let’s cover the reasons and see where you might fit.
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Scott Dougan, RFC, Investment Advisor – Contact
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Tyler welcomes estate planning attorney Connor Kelly of Kelly Law Firm to break down the new Kansas Community Property Trust Act under House Bill 2590.
In this episode, Connor Kelly, Estate Planning Attorney, clarifies some of the words and concepts that often leave families unsure about what their documents actually do and who is responsible for carrying out their wishes.
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Scott Dougan founded Elevated Retirement Group in 2003 in order to fill a niche he felt was not being addressed properly in the retirement planning environment – helping retirees and pre-retirees in the Kansas City metro area find answers to issues that may affect the quality of life during their retirement.
Scott is a Registered Financial Consultant (RFC) and holds a Series 65 Investment Adviser Representative license, which holds him to the fiduciary standard. He also holds insurance licenses in Kansas, Missouri and other states.
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