Warren Buffet said, “The first rule of investing is don’t lose money. The second rule of investing is don’t forget Rule No. 1.”
If you run a financial services firm that has nearly doubled in size every year for the past five years, you’re probably remembering Rule No. 1. At True Peace Financial Services in Overland Park, this full-service retirement planning firm is helping Kansas City residents create financial independence, and they’re telling their friends.
“I never get tired of happy tears,” says Leslie Davis, president and CEO. “Once a client realizes their hard-earned funds can truly last a lifetime, the rush of happiness and relief they show after years of worry is priceless.”
Davis says that as an independent fiduciary advisor, she and her support staff build all-inclusive retirement plans for clients through managed money, insurance solutions, Medicare, Social Security strategies, long-term care, life insurance and more.
“It’s a common misconception that a visit with a financial planner will cost an arm and a leg,” Davis says. “At True Peace, the planning itself comes at no cost or obligation until you decide to implement the plan. We provide a professional review of all pieces of your plan and make proper recommendations before you ever pay a dime. We address any problem areas and bring proper education to the forefront to avoid talking about financial options for hours without covering your actual needs. We strive to keep a family-centered organization that puts the client’s needs above all else.”
As a former senior financial consultant in Leawood, Davis served as an advisor to advisors—educating and building plans for more than 500 financial professionals nationwide. “This intense learning curve of planning and teaching difficult case design to other advisors helped hyper-expose me to the trials and pitfalls of planning for retirement,” she says.
In 2011, Davis started True Peace Financial Solutions, LLC to create an educational environment for clients to understand financial planning options in a comfortable atmosphere to build financial independence for “the retirement of their dreams.”
Davis can be heard on multiple local radio shows, including KMBZ. She also hosts financial presentations at local companies, including Black & Veatch, the City of Olathe, South Law, and others. She is a co-author of the upcoming book Mama’s Secret Recipe for Retirement with Jack Canfield, whom Davis met through mutual friends.
Davis adds that with the current volatile market, the goals of principal protection and growth are in high demand.
“New financial products are evolving that can protect the principal of your money while providing excellent growth potential,” Davis says. “No longer do you have to dance in traffic to make a buck! Nothing warms my heart like a call that a client has finally realized they can retire with confidence and is headed to our office to implement a plan we’ve worked very hard on. This is the truest sign of the trust our clients place in us.”
True Peace Financial Solutions, LLC
[Investing involves risk, including loss of principal. Insurance and annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Investment Advisory Services offered through AlphaStar Capital Management, LLC, a SEC Registered Investment Adviser.]