Specialties
Wise Choices Financial is a local Kansas City Insurance agency. We work with dozens of different insurance companies to provide you with the best insurance products available. From guiding you through the confusion of Medicare, to making sure your family is financially stable in case something happens to your or your spouse, our agency helps you take some of the guess work out of life's surprises. Please feel free to contact us today for a quote or insurance consultation. Wise Choices Financial is a completely independent firm specializing in Insurance and Financial Solutions. Our clients are located all around central Missouri, giving us a great feel for the insurance landscape. We design plans with a focus on risk management, low costs, and tax-efficiency, which we combine with personalized financial advice aimed at helping clients make better informed decisions. Our mission is to build lasting client relationships based on a level of trust that is earned through wise counsel, positive results, clear and candid communication, and service that exceeds expectations.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Wise Choices Financial are not affiliated companies. Any and all other services related to the Debt Free Destination Plan™ and the Medicare Whisperer are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC.
History
Established in 2002.
Since 2002, Mark Squires has been helping individuals and families prepare for a more confident financial future.
"I went through a several year period during which I lost every family member I had except for my children. As the youngest in the family, I was the one who had to deal with everything left behind. I had to leave my job as a Parts Manager for the Great Dane Trailer Dealership to take care of my dad's estate.
That time was like living life in front of a fire hose, but God wired my brain to understand it. After that time, it was time to go back to regular work and it occurred to me that perhaps I had a higher calling. On December 16, 2002 I started a business through which I could help others prepare for or navigate the path I had walked alone.
That lends itself to the insurance and financial planning business. I chose to open this company independently of any insurance company because I wanted to be able to help people with the element of the sale".
Meet the Business Owner: Mark S.
As the founder and owner of Wise Choices Financial, LLC, Mark is focused on helping clients work toward their retirement dreams through a well-thought-out financial strategy for retirement.
Since 2002, Mark has been helping individuals and families prepare for a more confident financial future. His main focus is helping people with life insurance, final expense insurance, long-term care insurance, identity restoration plans and basic financial advisory services. His practice specializes in all types of Medicare-related health and drug plans, tailored specifically to individual needs.
Mark believes in researching the needs of his clients and developing a customized strategy to fit each person's individual circumstances and needs.
He has passed the Series 66 securities exam and holds licenses in life and health insurance as well as variable contracts in Missouri, Kansas and several other states. He is registered as an Investment Advisor.