• Request a no-obligation meeting today with Dave or Heather to discuss your financial future.
    Call Us Our Kansas Office Call Us Our Missouri Office
    Contact us today! 816.259.5096 / dave@itsyourmoney.net / heather@itsyourmoney.net / Visit Us!
    It’s never too late to take the first step or get a second opinion.
    If you can envision the life you want to lead, we can help you develop a strategy to keep you on the path to your goal.
    Home » Contact Us

    Strategies for Financial Independence

    It is important to feel you have control over your future. At It's Your Money, we offer our experience and knowledge to help you design your own strategy for financial independence.

    Contact us today to schedule a no-obligation, introductory meeting! Call us at 816.259.5096 or connect with us online at dave@itsyourmoney.net or heather@itsyourmoney.net.


    Request a Complimentary Consultation
    Fill out my online form.
    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.

    Contact Us Today!

    Phone: 816.259.5096

    Fax: 816.368.0726

    dave@itsyourmoney.net

    heather@itsyourmoney.net

    Missouri Office
    816.259.5096
    3500 N. Village Dr., Suite 140
    St. Joseph, MO 64506

    Kansas Office - By Appointment Only
    913.681.6195



    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.
    » Learn More About Us
    Radio Show
    “It’s Your Money" with Dave Thompson
    Saturdays: 6:30 - 7:30 a.m.
    Sundays: 7:30 - 8:30 a.m.
    680 KFEQ
    » listen online
    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.
    » Learn More

    Privacy Policy | Terms of Use

    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.