Broker Check

126 Westwoods Drive Liberty, MO 64068

(816) 781-8782
kari@thomannfinancial.com
Client Login

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.

Learn more

Our History

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

Learn more

Our Values

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

Learn more

Have a Question?

Thank you!
Oops!

Experience The Difference

Learn More
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

Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
Learn More

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Learn More

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.
Learn More
Client Relationship Summary