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Your financial board of directors
Instead of a traditional wealth manager who is simply focused on your wealth management, Prevail assigns a team of experts who plan for the entire financial life cycle to each of our clients. Our CPAs, insurance brokers, investment managers, estate planners, and strategists work together—rather than in traditional silos—so that we always consider the most complete picture of our client’s wealth portfolios.
No one area can operate in a bubble because so much of your total financial picture is intertwined. Through our processes and our technology, our eyes are constantly looking forward to the future so that we can better evaluate the impact of our decisions today on tomorrow’s outcomes.
Sales mentality
Accumulation
Risk/protection
Present tax minimization
One advisor
Set it and forget it
Invest in funds using traditional asset allocation
Traditional approach to risk tolerance based on strategy designed for the masses
Separate departments managing portions of your finances (e.g., CPA, insurance broker, estate planner)
Personal and business assets considered separately
Guidance based on past, historical views
Generic, scalable, inefficient real estate funds
Is this passive approach to your financial future good enough? After 30 years in the wealth management business, we decided the answer was an emphatic “NO!” It’s not good enough for us. It’s not good enough for our clients.
By not accounting for taxes, market volatility, or the other uncontrollable factors we all face, you can end up leaving your financial futures to chance. It’s time to stop accepting the status quo from a wealth advisor who uses an “off-the-shelf,”” tried-and-true,” “set it and forget it” approach.
The “strategy” of riding out the ups and downs of the market isn’t a strategy at all. Although in some cases, it can provide a sense of safety from growth over time, it’s still a passive approach. But when it comes to building wealth, is PASSIVE enough? With this type of approach, you’re paying someone to “check in” on your money…on occasion. Doesn’t it seem like a smarter move to partner with a team that is proactively analyzing opportunities in the market and actively buy and sell the same way they do with their own money?
Our Team-Based Approach is Comprehensive & Easy
Your Vision
Your Objectives
Your Opportunities
Your Challenges
Your Entire Picture (ie. Business & personal)
Based on your unique situation
Leverage our team of experts
Establish wealth creating strategies
Determine ideal source of asset transfer
Agree on and implement strategies
Establish tracking tools
Communicate regularly
Support you with a financial BOD
Embark on a journey to unparalleled success, and
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Prevail Strategies
4745 W 136th St
Leawood, KS 66224
Phone: (913) 295-9500
The website has several strategies and topics discussed throughout the content. It is important for prospective clients and website visitors to know there are different entities that offer specific levels of advice, support, or guidance. Fixed insurance products and services are offered through Prevail Strategies, LLC, a licensed insurance agency. Prevail Innovative Real Estate Opportunities, LLC a propriety real estate division. Prevail Innovative Wealth Advisors, LLC, Prevail Innovative Real Estate Opportunities, LLC and Prevail Strategies, LLC have common ownership and control.
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