About Us
About Community Financial Services Group
Headquartered in Raymore, Missouri, Community Financial Services Group was established in 1986. Under the guidance of our president, Brent Ewert, AAMS®, through the decades we have grown to help clients all over the Kansas City metro area and beyond throughout the U.S. As our name implies, we are community and family-oriented, and we’re not here to “sell” anything. There are no minimum assets required to work with us. We are here to help you get to your next financial milestone whether you’ve amassed a lot of wealth or are just starting out.
Our Core Values and Principles
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We value people over numbers.
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We take pride in nurturing long-lasting relationships built on trust.
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It is our goal to serve generations of families.
We promise to:
- Listen to you
- Recognize your family’s priorities
- Provide you with solutions
- Be forthright
- Simplify your life
We believe that a team approach is best for our clients, and we have access to a network of professionals or we work in tandem with your established team. For instance, we believe tax implications should always be considered in your plan, and that you should always have an up-to-date estate plan in place to protect your loved ones through the generations. If you need to purchase a large asset, establish a trust, choose a Medicare policy, or any other financial matter, you can make one phone call to us and we will set a complete team in motion to help.
Our Easy 5-Step Process
Our process at Community Financial Services Group is centered on you, your business if you have one, and your family through the generations. Through the decades we’ve been in existence, we have developed a simple but effective process that we use with clients to help them hone in on their personalized financial plan. Take a look at these 5 steps which we follow with every client. We look forward to working with you!
1.
Meet with you to understand your goals and gather pertinent financial information
2.
Conduct a thorough financial analysis including a review of risks, income, expenses, and assets
3.
Review your existing estate plan
4.
Develop a financial plan designed specifically for you
5.
Continually monitor and manage your investments and financial plan
Our Team Approach
We employ a team strategy which draws upon many subject matter experts, because we believe that many minds are better than one. Each discipline brings additional considerations to the table on your behalf. We work in conjunction with many professionals, either bringing our network of professional partnerships onboard, or working collectively with your established relationships. We think you get better results with a team rather than a solo approach so that all of your financial concerns are addressed in a comprehensive manner.
- Tax Attorneys & CPAs
- Personal Banking & Services
- Group Benefits Specialists
- Real Estate & Mortgage Consultants
- Large Purchase Consultants
- Wealth Management Professionals
We Help Solve Financial Problems
We serve our community and help clients who need us and seek our help. There are no minimum assets required to work with Community Financial Services Group. No matter where you are in your wealth journey, we strive to help you achieve your financial goals, whether you’ve saved very little or have already amassed substantial wealth.
