Financial Planners in Lawrence

“By far the most selfless and informative IBC group. Love their informative videos with very relatable IBC policy strategy examples, and also their Dollars and Nonsense podcasts are great. I discovered them two months ago and started listening to their original starting podcasts from the beginning while driving to and from work and I have already listened to them all and patiently wait for their next biweekly episodes of great IBC info and strategies. I live in Canada, so unfortunately can not purchase American policies, but I haven't found as good of a learning IBC group here in Canada than Living Wealth.“

“Wonderful people and delightful customer service.Fee is reasonable, requests and contacts for further documentation are cordial and have proper followup times. I can't say anything more to say that for what they do and how they do it I can't imagine a better group of people to work with for my taxes each year!“

“Kaylin was really helpful. She gave us resourceful advice on our next steps and really seemed to care. I really appreciate everything she has done and can't wait to work with her in the future!“

“Bowersock Capital Partners (bcp) has provided me with a range of financial services. Every member of this organization with whom I have had contact over a period of more than two decades has been knowledgeable and helpful.“