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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

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

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
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Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.
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Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
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Client Relationship Summary