Address : 4745 W 136th St, Leawood, Kansas 66224, United States
Phone Number : +1(913) 295-9500
Industries : Financial Services, Investment Management
Website : prevailiws.com
Company Description
We believe the financial services industry has placed too much emphasis on the accumulation phase of the financial lifecycle with little regard to the planning and distribution phase. We challenge the industry status quo by focusing on what you keep so you can take control of your financial future.The Power of Zero Strategy (for Individuals)The Power of Zero is a wealth-building strategy that allows retirement income to be withdrawn at, or nearer to, a 0% income tax rate. It's an approach that puts you in control of your tax bracket and allows you to keep more of your hard-earned money.Corporate Capital Strategy (for Business Owners)Our Corporate Capital Strategy is for business owners who want a better way to prepare for retirement than hoping their business continues to be successful. It also offers an alternative to funding growth, equipment purchases or daily operations that builds wealth as if the borrowed funds never left the investment.
Specialities
- Retirement Planning
- Wealth Management
- Financial Planning
- Retirement Solutions
- Financial Services
- Investment Management
Financial
Employees Total : 200
Miscellaneous
Founded in : 2017
Twitter : PrevailIWS
Youtube : view channel
Facebook : Prevailiws
Linkedin : prevailiws
Instagram : prevailiws
Email Providers : Outlook
Tech : Microsoft Office 365
Hosting : Google Cloud Hosting
Customer Relationship Management : Salesforce
CMS : WP Engine
Analytics and Tracking : Google Analytics
Last Updated : 2023-11-22
Employees
- Andrew Stafford ( President )
- Stephen Underwood ( Wealth Advisor )
- Andrew Hale ( Graphic Designer )
- Heather Heckadon ( Vice President )
- Angelica Foxx ( Director of Client Experience & Operations )
Alumni
- Elizabeth McCandless ( Marketing Coordinator )
- Jacob Supanich ( Marketing Consultant )
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