LEE'S SUMMIT, Mo., Jan. 31, 2017 /PRNewswire/ -- Friedline Financial, an industry-leading financial planning firm, celebrates its 10th anniversary this month.
Founded in 2007 by Lyall Friedline, the firm has operated under the mission, "To create a lasting legacy for our clients and those they leave behind." Committed to that vision, Friedline Financial delivers comprehensive, holistic financial services to the individuals and businesses it serves.
Over the past 10 years, Friedline Financial has grown significantly, helping numerous Kansas City-area households with their wealth management, tax planning and investment needs. During that tenure, the firm has provided financial guidance, direction and asset management services to over $80 million of client assets.
In addition to making an impact on the financial well-being of its clients, Friedline Financial works to service the greater Kansas City community by hosting events, such as Social Security seminars, fish fries, shooting outings, teacher appreciation days and more. The firm also regularly participates in philanthropic events, including this past holiday season when the firm gathered more than $1,000 worth of supplies for Rachel House, a non-profit charity dedicated to providing guidance and counseling for women struggling with the decision of parenthood.
"The more people I've helped over the years, the more reward I get out of it," said Lyall Friedline. "I truly enjoy helping people get to where they want to go."
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About Friedline Financial: Friedline Financial was founded in 2007 as a financial services firm dedicated to comprehensive and integrated financial planning. This dynamic approach allows Friedline Financial clients to gain the most from a long-term relationship with the firm. Friedline Financial provides strategic financial planning services to individuals, families, and businesses. To learn more about Friedline Financial, please visit www.friedlinefinancial.com.
Lyall and Jason Friedline are investment adviser representatives of, and securities and advisory services are offered through, USA Financial Securities Corp. (Member FINRA/SIPC). www.finra.org USA Financial Securities is a registered investment adviser located at 6020 E Fulton St., Ada, MI 49301. Friedline Financial is not affiliated with USA Financial Securities.
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SOURCE Friedline Financial