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    Retirement Kit and Life As An Asset Booklet
    Enter your information to request information regarding life insurance as an asset and guides that address several retirement topics.

    • At It’s Your Money, helping you meet your retirement goals is our FIRST and ONLY priority.

    Over the last 15 years, Dave Thompson has helped hundreds of individuals and families throughout the greater Northeast Kansas and Central/Northwest Missouri areas to meet their retirement goals through the use of innovative insurance products and strategies.

    Who we are + Our Focus
    meet dave thompson & Heather Herring
    Dave is dedicated to serving his clients in whatever way God directs him,  and has been blessed to having successfully helped second and third generation families live fulfilling lives.
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    Our Services
    Instead of focusing on just one aspect, we focus on the entirety of your needs, and collaborate with you to create a long-term strategy with common-sense solutions.
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    At It’s Your Money, helping you meet your retirement goals is our FIRST and ONLY priority.

    Contact us at dave@itsyourmoney.net, or heather@itsyourmoney.net or call us at 816.259.5096 to schedule a time to discuss your retirement ideas and the potential role of insurance or investments in your retirement strategy.

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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM and It’s Your Money are not affiliated companies. Neither the firm nor its agents may give tax or legal advice. You should consult with a qualified professional before making a purchasing decision.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.