Company

Darby & Associates Financial Group was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most personal service available, to earn a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and independence.

Our Planning Process

From our initial meeting together, we work closely with you every step of the way to develop the appropriate course for your financial future.

GET TO KNOW YOU

You complete a confidential personal and financial profile, then we meet with you to assess your situation, your current needs and your future goals.

ASSESS YOUR STATUS

Upon evaluation of the personal information you have provided, we prepare a comprehensive financial program designed to help address your specific needs.

PREPARE A PLAN

We share our findings with you, present a selection of different strategies and offer recommendations for what better suits your particular requirements.

IMPLEMENT THE STRATEGY

The plan you agree upon is put into action, with a schedule to manage and track every detail of the plan’s progress.

MONITOR PERFORMANCE

Through regular and consistent contact with you, we observe and adjust your plan as the markets fluctuate or your personal goals or circumstances change.

The ability to confidently pursue your goals requires an effective financial strategy and the guidance of a partner with commitment, experience and integrity. We invite you to place your trust with us.

Please email us or call us at 816-389-2999 to schedule a no-obligation consultation.