The three most important words in investing are strategy, customization and flexibility. CCFSI is a Registered Investment Advisory firm. We currently offer fee-based advisory services through a variety of programs.

Our investment representatives work with clients to help determine the appropriate program based on their objectives, needs and desires. All services are rendered on a non-discretionary basis where the client’s prior consent is obtained for each transaction.

Based on detailed information gathered from the client profile, Country Club Financial prepares an Investment Strategy Report which sets forth the objectives, explains asset allocation, recommends a strategy and describes the process.

Call 816-751-9334 or 866-878-2006 or email us.