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126 Westwoods Drive, Liberty, MO 64068

(816) 781-8782
kari@thomannfinancial.com
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A Unique Approach.

We are a process driven firm, not a product driven one.  We craft individualized strategies for each and every one of our clients.  At Thomann Financial Services, Inc., we are passionate about achieving your goals.

Our Process

We provide tailored wealth management strategies designed to support your individual needs and goals.

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Our History

Our decades of experience may help direct your financial future. We pride ourselves on being an integral part of our clients' lives.

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Our Values

Honor. Integrity. Commitment. Our values are at the forefront of our practice and guide every decision we make.

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Experience The Difference

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John Thomann

John A. Thomann CFP®, CLU, ChFC

Founding Principal

816-781-8782

Heather Gibson

Heather Gibson

Assistant

816-781-8782

Kari Jo Thomann Bear

Kari Jo Thomann Bear, CFP®

President

(816) 781-8782

Marilyn Thomann

Marilyn K. Thomann

Office Manager

(816) 781-8782

Our Team

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?
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Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!
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Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Client Relationship Summary