Jason Henke

FIC

Financial Advisor

Helping you with financial clarity through holistic planning.

State(s) Licensed:   CO, FL, IL, KS, KY, MN, MO, NE, NV, OH, OK, SC, TX, WI

Phone 816-844-9477
Address

8600 NW 64th St Suite 205
Parkville, MO 64152

Jason Henke

Helping you with financial clarity through holistic planning.

State(s) Licensed:   CO, FL, IL, KS, KY, MN, MO, NE, NV, OH, OK, SC, TX, WI

Clarity for Today, Confidence for Tomorrow

Want to pursue lifelong dreams while supporting people and causes you care about? The right guidance can help you get there. Let’s start with where you are today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future. I listen thoughtfully to my clients and provide innovative solutions. I’m dedicated to and driven by your success.

 

I specialize in a client-focused approach to:

  • Asset allocations
  • Retirement strategies
  • Investment strategies
  • Life insurance
  • Risk management
  • Education funding
  • Estate strategies
  • Charitable strategies
  • Wealth management

Building for Your Future

Foundation

Like a house, a financial strategy needs a strong foundation to build upon. That includes protection of valuable assets—including income.

Accumulation

A financial strategy’s framework includes working toward savings for retirement, education and other important purchases.

Distribution

After accumulating assets, there’s a time to use what you’ve saved. This step can include turning a dream purchase into reality, paying for a child’s education, or creating a lifetime income source.

Legacy

This includes helping ensure that loved ones receive financial support and establishing in advance how estate assets will be distributed.

Tax-efficient financial strategies

Like insulation in a home, tax efficiency helps protect and improve every aspect of a financial strategy.

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In Parkville, on the northeast corner of 9 and 45.

Phone:
816-844-9477
Fax:
816-844-9477
Mobile:
816-654-3007

Hours

Monday - Friday

9:00 a.m. - 5:00 p.m.