Brent Caswell, CF2

About Brent Caswell

Planning for your financial success is complicated in
today's world. A broad knowledge of everything from
complex investment products to elaborate tax law is
required. As the scope of financial services grows, so
does the need for professionals to provide these
services. That's why we approach your financial
planning needs with a team of specialists. It's the key
to our success, and yours. We look at your whole
financial picture from a cross disciplinary perspective.
This allows us to find coordination gaps or
opportunities with your overall financial plan.
Certified Financial Fiduciary® (CFF) upholding the
highest moral, ethical and fiduciary standards of
service
Twenty-six years combined experience: Financial
planning and advising, consulting, and fiscal
management
FINRA Series 7 & 66 Registrations
Life, Health, Disability, & Long-Term Care Licenses
Member of Community of Christ Church
Volunteer for numerous charitable organizations
Eagle Scout: Boy Scouts of America, Heart of
America Council
2018 & 2019 Five Star Wealth Manager Award
Recipient*
S P E C I A L I Z A T I O N S
FAMILY PROTECTION
WEALTH ACCUMULATION
BUSINESS RETIREMENT PLANS
INDIVIDUAL RETIREMENT PLANS
BUSINESS CONTINUATION
M O R E A B O U T B R E N T
Brent and his wife, Michele, have been married for
27 years. They have a son, Cole, and a daughter,
Rian, with whom they support and participate in
numerous sports and music activities together. The
Caswell family lives in Independence, MO.