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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

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
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Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.
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Client Relationship Summary