FDF Wealth Strategies Email Format

Financial ServicesMissouri, United States2-10 Employees

FDF Wealth Strategies is a small, independent financial services firm based in North Kansas City, Missouri. It provides both financial planning guidance and brokerage services to business owners and individual clients. The firm covers a wide array of investments and retirement-related options, including 401(k) plans, Simple IRAs, defined benefit plans, Roth IRAs, 529 college savings, lifetime income products, 1031 Tenant-In Common exchanges, REITs, alternative investment programs, and managed money. In addition to investments, it operates as an independent broker for health, life, long-term care, disability, and group-benefits solutions. 

As an independent advisor and broker, FDF Wealth Strategies aims to help its clients—business owners and individuals—make informed financial choices across retirement, asset management, and protection needs. With a compact team, the firm operates to serve clients in the financial services space.

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