JC Grason began with a vision of protecting the financial livelihood of retirees and those planning for their retirement. The company’s founders, through their work at other financial services firms, recognized this growing need in the industry that wasn’t being filled by traditional brokerage houses and financial advisors. The company’s underlying philosophy and approach to working with people has provided the opportunity to open additional offices and serve additional clients across the country.

Presently, the company has offices serving the Kansas City and Phoenix metropolitan areas. Originally founded in the Kansas City area, JC Grason’ corporate office was relocated to the Phoenix area in the fall of 2006 to better support the company’s future growth in that region. With plans to open additional offices throughout the country, JC Grason continues to look for opportunities for expansion and ways to better serve our existing clientele.

At JC Grason, we know the value of providing you with the information you need to make good decisions. In fact, it is this honest “straight talk” coupled with solid planning that gives our clients the peace of mind to pursue their goals and enjoy their retirement to the fullest.

As an independent financial services firm, we offer products and services that cover a broad financial spectrum. Free from the restraints of selling any one product, our advisors utilize nationwide resources to provide you the best savings and investment tools available. We believe that great service lies not only in the fundamentals, but in the details.

Guided by your investment goals and objectives, our team of experts will tailor a plan to meet your specific needs. This unique approach is what affords our clients the financial security and peace of mind they desire in retirement. We want you to have a chance to see the JC Grason difference; it may just be the kind of friendly, professional service you’ve been looking for.

Our People

We at JC Grason endeavor to enhance the lives of those we touch. To best serve our clients, we bring together a team of professionals consisting of Financial Advisors, Elder Law & Estate Planning Attorneys, as well as CPA’s and Tax Services Professionals, all supported by a tremendous staff. Each and every member of our team plays a crucial role in our commitment to excellence and our reputation for unparalleled client service.

From the very beginning, JC Grason was more than just a company. Our roots are anchored in a solid foundation of old-fashioned values and a dedication to treating each and every person with the respect and dignity they deserve. We believe that our client focus coupled with our time-tested strategies, will continue to provide our clients the consistent growth and lasting success they desire.