Getting Started

Shall We Meet Here Or There? You Make The Call.

Your comfort, security and privacy are of the utmost importance to our team. So for our initial meeting, we’re happy to host or visit you in your home, office, wherever you’re most comfortable.

For this fact-gathering session, we’ll look at your unique situation, discuss your goals, determine your investment risk level, assess how The Trust Company of Kansas can be most helpful to you, and of course, answer any and all questions you have of us.

A few documents to have on hand for this session include:

Liquid Assets

Statements such as:

  • Checking and savings
  • Money market account
  • Certificates of deposit
  • Mutual funds
  • Annuities
  • Brokerage accounts
  • Proof of other items: stocks, bonds (Government, E, EE, H, etc.)

Retirement Assets

Statements such as:

  • IRA (Traditional, Roth, Simple)
  • Keogh plan
  • Pension plan
  • Profit sharing plan
  • 401(k) plan
  • Annuities

Sources of Income

  • Salary
  • Bonus
  • Incentive compensation
  • Pension
  • Investments
  • Liabilities
  • Real estate
  • Social Security annual statement (available here)

Custom strategies to meet your goals

Once we’ve had the opportunity to discuss your goals and risk philosophy, and review your assets and liabilities, we will provide a synopsis and develop a plan based on your personal circumstances. This plan we will review with you in detail, offering an necessary supporting materials. Then together, we will establish a forward looking action plan.

To get started, contact us directly to schedule a first meeting. We look forward to getting to know you and helping you accomplish your life’s goals.