Nelson & Company Wealth Management

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Choose a service to schedule

Breakfast/Coffee Meeting

Breakfast/Coffee Meeting
Please provide name and address of where we are to meet.

Luncheon (specify location)

Luncheon
Please provide name and address of where we are to meet.

Dinner Meeting (specify location)

Dinner Meeting
Please provide name and address as to where we will meet.

Conference Call

Conference Call
If you do not require a face-to-face meeting, you can opt to schedule a conference call. Please indicate what the meeting will be about and who will be calling and the phone number to be used.

Vendor/Business Meeting at Kansas City Office-by Appointment Only

Kansas City Office - Business / Vendor Meeting-by Appointment Only
This meeting will take place at my office location: 204 W. Linwood Blvd, Kansas City, MO 64111

This is a law office called B L Harrison. Between Main and Broadway on Linwood. You can park off Wyndotte accross from the office.

**Rick O'Neal is not affiliated with the law office, this is a meeting location by appointment only.

Services at your home

Annual Review
New Client Consultation
Referral Meeting
Service Items
Please describe in the notes section what specifically you would like to discuss.
Social Security Maximization Analysis
Policy Delivery Meeting
Trust vs. Will Meeting
Tax Analysis Meeting
Please provide your previous year's tax documents to me at least a week prior to the meeting so I can prepare for the meeting. Email to rick@nelson-wealth.com or fax to 888-501-6568. If you fax, please email me saying you just faxed the documents over for the Tax Analysis meeting.
Follow-up meeting
Rick O'Neal will meet you at your home for your follow-up meeting.

Please contact Rick if you have any questions in regards to the meeting at 913-748-5589.

Thank you!

Services at my Kansas City, MO Office-by Appointment Only

Kansas City, MO Office - New Client Consultation by Appointment Only
Meeting will be held at:
Country Club Plaza Office
435 Nichols Rd., Suite 200
Kansas City, MO 64112

Rick's cell # 913-748-5589
Kansas City, MO Office - Annual Review -by Appointment Only
Meeting will be held at:
Country Club Plaza Office
435 Nichols Rd., Suite 200
Kansas City, MO 64112

Rick's cell # 913-748-5589
Kansas City, MO Office - Service Items-by Appointment Only
Meeting will be held at:
Country Club Plaza Office
435 Nichols Rd., Suite 200
Kansas City, MO 64112

Rick's cell # 913-748-5589
Kansas City, MO Office - Referral Meeting-by Appointment Only
Meeting will be held at:
Country Club Plaza Office
435 Nichols Rd., Suite 200
Kansas City, MO 64112

Rick's cell # 913-748-5589
Kansas City, MO Office - Social Security Maximization Analysis
Meeting will be held at:
Country Club Plaza Office
435 Nichols Rd., Suite 200
Kansas City, MO 64112

Rick's cell # 913-748-5589
Kansas City, MO Office - Trust vs. Will -by Appointment Only
Meeting will be held at:
Country Club Plaza Office
435 Nichols Rd., Suite 200
Kansas City, MO 64112

Rick's cell # 913-748-5589
Kansas City, MO Office - Policy Delivery Meeting-by Appointment Only
Meeting will be held at:
Country Club Plaza Office
435 Nichols Rd., Suite 200
Kansas City, MO 64112

Rick's cell # 913-748-5589

Services at Overland Park Office-Lighton Tower, 7500 College Blvd, 5th Floor-by Appointment Only

Lighton Tower Office - New Client Consultation-by Appointment Only
Meeting will be held at:
Lighton Tower
7500 College Blvd., 5th Floor, Suite 500
Overland Park, KS 66210

Rick's cell # 913-748-5589
Lighton Tower Office - Annual Review-by Appointment Only
Meeting will be held at:
Lighton Tower
7500 College Blvd., 5th Floor, Suite 500
Overland Park, KS 66210

Rick's cell # 913-748-5589
Lighton Tower Office - Service Items-by Appointment Only
Meeting will be held at:
Lighton Tower
7500 College Blvd., 5th Floor, Suite 500
Overland Park, KS 66210

Rick's cell # 913-748-5589
Lighton Tower Office - Referral Meeting-by Appointment Only
Meeting will be held at:
Lighton Tower
7500 College Blvd., 5th Floor, Suite 500
Overland Park, KS 66210

Rick's cell # 913-748-5589
Lighton Tower Office - Social Security Maximization Analysis
Meeting will be held at:
Lighton Tower
7500 College Blvd., 5th Floor, Suite 500
Overland Park, KS 66210

Rick's cell #913-748-5589
Lighton Tower Office - Trust vs. Will Meeting-by Appointment Only
Meeting will be held at:
Lighton Tower
7500 College Blvd., 5th Floor, Suite 500
Overland Park, KS 66210

Rick's cell #913-748-5589
Lighton Tower Office - Policy Delivery Meeting-by Appointment Only
Meeting will be held at:
Lighton Tower
7500 College Blvd., 5th Floor, Suite 500
Overland Park, KS 66210

Rick's cell #913-748-5589

Services at Overland Park Office - Commerce Plaza 300 West 110th St, 7th Floor-by Appointment Only

Commerce Plaza Office - New Client Consultation-by Appointment Only
Meeting will be held at:
Commerce Plaza Office
7300 West 110th St., 7th Floor
Overland Park, KS 66210

Rick's cell # 913-748-5589
Commerce Plaza Office - Annual Review-by Appointment Only
Meeting will be held at:
Commerce Plaza Office
7300 West 110th St., 7th Floor
Overland Park, KS 66210

Rick's cell # 913-748-5589
Commerce Plaza Office - Service Items-by Appointment Only
Meeting will be held at:
Commerce Plaza Office
7300 West 110th St., 7th Floor
Overland Park, KS 66210

Rick's cell # 913-748-5589
Commerce Plaza Office - Referral Meeting-by Appointment Only
Meeting will be held at:
Commerce Plaza Office
7300 West 110th St., 7th Floor
Overland Park, KS 66210

Rick's cell # 913-748-5589
Commerce Plaza Office - Social Security Maximization Analysis
Meeting will be held at:
Commerce Plaza Office
7300 West 110th St., 7th Floor
Overland Park, KS 66210

Rick's cell # 913-748-5589
Commerce Plaza Office - Trust vs. Will Meeting-by Appointment Only
Meeting will be held at:
Commerce Plaza Office
7300 West 110th St., 7th Floor
Overland Park, KS 66210

Rick's cell # 913-748-5589
Commerce Plaza Office - Policy Delivery Meeting-by Appointment Only
Meeting will be held at:
Commerce Plaza Office
7300 West 110th St., 7th Floor
Overland Park, KS 66210

Rick's cell # 913-748-5589

Non Breakfast/Lunch Meeting (specify location)

Meeting (non breakfast/lunch)
Please specify name and address as to where we are to meet.

Meeting at Parman & Easterday-by Appointment Only

Meeting at Parman & Easterday Law Office with Rick O'Neal-by Appointment Only
Please meet me at the offices of Parman & Easterday. Bring all statements (annuity, mutual fund, brokerage, life insurance, CD's, etc. for me to review). My cell #913-748-5589 if you need to contact me directly.

Address:
Parman & Easterday Law Offices
10740 Nall Ave, Suite 160
Overland Park, KS 66211

**Rick O'Neal is not affiliated with the law office, this is a meeting location by appointment only.

Registered Branch Office

Registered Branch Office Location- 23985 W 115th Ter, Olathe, KS 66061 (call for appointment)

Contact Us

913-701-1842