Advisor

Rance Carlson

CFP®, MBA

My goal as a financial planner is to set people up for success to enjoy their true passions. Whether that means traveling the world or spending more time with the grandkids, I am dedicated to creating a financial path to get you there.

“With the right plan in place providing the right solutions, there’s nothing you can’t do.”

My wife and our three boys call Kansas City home and enjoy being involved with nonprofit groups.

Call today to set up a no-obligation conversation about your financial well-being and see how I could help you achieve your financial goals.

Primary Location

Briarcliff Financial Planning Center
1251 NW Briarcliff Parkway
Suite 95
Kansas City, MO 64116

Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CAFS. CAFS is a SEC registered investment advisor. For important disclosures from CAFS, please visit here. Investment and insurance products, including annuities:


Are Not Deposits

Are Not NCUA or otherwise Federally Insured

Are Not Bank Guaranteed

May Lose Value

This site is intended only for residents of the states in which CommunityAmerica Financial Solutions, LLC and the listed financial representative is licensed. For a list of states and to learn more about CommunityAmerica Financial Solutions, LLC and its financial representatives, visit FINRA’s BrokerCheck.