Broker Check



The Beginning of Something Better

Kari Jo Thomann Bear, CFP®

126 Westwoods Drive
Liberty, MO 64068

Our Philosophy

Thomann Financial Services, Inc. was founded with a focus on family and community, assisting our clients in every aspect of their financial lives. We provide the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients we strive to help create financial stability and provide financial independence.

Our Mission Statement

Our mission is clear.  We are dedicated to helping our clients maximize their retirement income, accumulate wealth and the orderly preservation and transfer of wealth to loved ones.

Our Commitment

We understand the challenges that families and small businesses face today.

From managing debt, to saving for college, to retirement planning and all the in-between, these financial challenges can be overwhelming.  Our commitment is to utilize all of our resources to help you pursue your goals.

We will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to realizing your dreams and successful retirements.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition. If you have any questions about your current financial situation or wish to schedule an appointment, send us an email or give us a call at (816) 781-8782.