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https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627486568015-A5POX2UC9FUJ2FJI2ARA/entrance.png Contact - Detailed Instructions for the Kansas City Office: The main building entrance is on the east side facing El Monte. Drive around to the south lot, closest to College Blvd. and enter from the south entrance. We are the first suite on the left. https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/7518adf4-2612-452b-a7df-44334605ac42/absolutvision-uCMKx2H1Y38-unsplash.jpg https://www.freestateadvisors.com/advisory daily 0.75 2024-01-25 https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/b510e269-3143-4860-8d0e-befdbfe0136e/SIP_4450.JPG Advisory - SmartRisk Managed Account Strategies Freestate SmartRisk strategies are discretionary portfolios actively managed with market risk and opportunity in mind. We measure conditions using a set of proprietary, long-term and short-term indicators. The SmartRisk strategies utilize diversified ETFs and manage for more growth exposure when risk is low, and more protection when risk is high. https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/a33459a7-c0f1-4268-8133-e589ecb3503d/towfiqu-barbhuiya-B0q9AkKV6Mk-unsplash.jpg Advisory - Focused Managed Account Strategies Freestate Focused strategies are discretionary managed portfolios designed to exceed long-term benchmark performance using diversified ETF’s. Assets are allocated based on strategic objectives and adjustments are considered quarterly based on business cycle conditions and market opportunity. https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/08ba073c-1d59-44ba-bf26-01720a3dc8ec/stephen-dawson-qwtCeJ5cLYs-unsplash.jpg Advisory - Personalized Portfolio Strategies Freestate Personalized Portfolios are non-discretionary strategies that we implement with careful client involvement. We work with the client to design portfolios based on individual needs, and we review and reassess those allocations regularly. These strategies are not managed on a schedule driven by market events but by client meetings. These portfolios use diversified mutual funds and ETFs and may also include individual stocks as requested by clients. https://www.freestateadvisors.com/home daily 1.0 2024-07-30 https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627413679096-R8EC1EC1SZGG8I79A82C/retirement+image.png Home https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627615445700-M2KW8JIAUWYZWHJ9PELZ/nathan+consulting+2.png Home https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627488801143-DLQHYN29LB60VF0NP44W/ekaterina-shakharova-L4nwL3195U0-unsplash.jpg Home - “Listen with curiosity. Speak with honesty. Act with integrity.” — Roy T. Bennett https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1626569936545-V5NMBXNXS9S5LYVU445J/unsplash-image-npxXWgQ33ZQ.jpg Home - Insights Timely updates, key topics, and market insights. https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627414341216-H0VNASF80YWNMY7W8WE5/max-prokop-SCCCq529MXU-unsplash+%281%29.jpg Home - Participant Tools Informational resources available for retirement plan participants. https://www.freestateadvisors.com/retirement daily 0.75 2024-01-25 https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/b510e269-3143-4860-8d0e-befdbfe0136e/SIP_4450.JPG Retirement - SmartRisk Managed Account Strategies Freestate SmartRisk strategies are discretionary portfolios actively managed with market risk and opportunity in mind. We measure conditions using a set of proprietary, long-term and short-term indicators. The SmartRisk strategies utilize diversified ETFs and manage for more growth exposure when risk is low, and more protection when risk is high. https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/a33459a7-c0f1-4268-8133-e589ecb3503d/towfiqu-barbhuiya-B0q9AkKV6Mk-unsplash.jpg Retirement - Focused Managed Account Strategies Freestate Focused strategies are discretionary managed portfolios designed to exceed long-term benchmark performance using diversified ETF’s. Assets are allocated based on strategic objectives and adjustments are considered quarterly based on business cycle conditions and market opportunity. https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/08ba073c-1d59-44ba-bf26-01720a3dc8ec/stephen-dawson-qwtCeJ5cLYs-unsplash.jpg Retirement - Personalized Portfolio Strategies Freestate Personalized Portfolios are non-discretionary strategies that we implement with careful client involvement. We work with the client to design portfolios based on individual needs, and we review and reassess those allocations regularly. These strategies are not managed on a schedule driven by market events but by client meetings. These portfolios use diversified mutual funds and ETFs and may also include individual stocks as requested by clients. https://www.freestateadvisors.com/ourstory daily 0.75 2024-01-25 https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627348133343-GCZBP4LVJN1VO0Z27QGH/NATHAN.png Our Story https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627348156716-V2TUHUQRMXLNSBVU4NYC/Melinda.png Our Story https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627348337801-91CP28Y88KID8LECOHWF/Lasandra.png Our Story https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627398519925-T0WVU9OT5MGW6BMM4DAD/MIchael.png Our Story https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627399799127-IH5S9SJOFNF0T0SJGOMS/phil.jpg Our Story https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627401561059-D9PISCEHTZSP0F15EHLB/TOM.jpg Our Story https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627402282252-N0JPID3T4CF9UG214V1Y/Brett.jpg Our Story https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627403091132-RGCTQWYFV36THNH4NUGD/POLLY.jpg Our Story https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627614580603-AZ0VW9KTT73TDZ8DC38K/David.png Our Story https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627713553359-48WG0PLW5E2PWGWBVZ0W/team.png Our Story Freestate Advisors was founded in 2008 by Tom Halvorson and Brett Conley. Their extensive experience in corporate finance provided an understanding of the business cycle and its relationship with investment risk. In a quest to achieve better investment outcomes, they developed a unique management approach to protect from catastrophic losses when recession risk was higher due to the business cycle. Michael Thomas joined Freestate as a wealth advisor in 2017 based on a shared philosophy of managing market risk. Michael served both individuals and retirement plans. His personalized client service approach aligned well with our vision of long-term relationships with clients. https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627426111746-49N5IA3H3JW5YHWTHPDF/nathan%26melinda.png Our Story Nathan and Melinda joined the firm to provide a succession solution for the founders, running the business for several years before becoming owners in 2019. We continue to utilize the investment research and advanced analytics of the founders while incorporating financial planning along with personalized client service. We believe that understanding the unique situation of each client and doing the right thing for people leads to the best outcome for both clients and Freestate. https://www.freestateadvisors.com/nathanhaskins daily 0.75 2024-06-24 https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627608533777-WDOK54E85K53IE0FHGXX/Nathan+2.jpg Nathan Haskins https://www.freestateadvisors.com/our-team daily 0.75 2024-01-25 https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627348133343-GCZBP4LVJN1VO0Z27QGH/NATHAN.png Our Team https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627348156716-V2TUHUQRMXLNSBVU4NYC/Melinda.png Our Team https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627401561059-D9PISCEHTZSP0F15EHLB/TOM.jpg Our Team https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627402282252-N0JPID3T4CF9UG214V1Y/Brett.jpg Our Team https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627398519925-T0WVU9OT5MGW6BMM4DAD/MIchael.png Our Team https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627348337801-91CP28Y88KID8LECOHWF/Lasandra.png Our Team https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627399799127-IH5S9SJOFNF0T0SJGOMS/phil.jpg Our Team https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627403091132-RGCTQWYFV36THNH4NUGD/POLLY.jpg Our Team https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627609641851-9L6M1RYHSJUVCYIG4NCU/David.png Our Team https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627423502138-9D3WU3M9XLTW7TKNW0P8/team.png Our Team Freestate Advisors was founded in 2008 by Tom Halvorson and Brett Conley. Their extensive experience in corporate finance provided an understanding of the business cycle and its relationship with investment risk. In a quest to achieve better investment outcomes, they developed a unique management approach to protect from catastrophic losses when recession risk was higher due to the business cycle. Michael Thomas joined Freestate as a wealth advisor in 2017 based on a shared philosophy of managing market risk. Michael served both individuals and retirement plans. His personalized client service approach aligned well with our vision of long-term relationships with clients. https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627423589141-RGFB6NITKXK7FPE890WR/nathan%26melinda.png Our Team Nathan and Melinda joined the firm to provide a succession solution for the founders, running the business for several years before becoming owners in 2019. We continue to utilize the investment research and advanced analytics of the founders while incorporating financial planning along with personalized client service. We believe that understanding the unique situation of each client and doing the right thing for people leads to the best outcome for both clients and Freestate. https://www.freestateadvisors.com/disclosure daily 0.75 2026-01-08 https://www.freestateadvisors.com/david-barth daily 0.75 2021-08-04 https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627613638161-KC0CS34O0NCF8L71XQ1P/David+2.png David Barth https://www.freestateadvisors.com/melindaeisenhourparks daily 0.75 2024-08-07 https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627610903122-ZEYSVDWOIC61ZMXA1NJS/Melinda+2.png Melinda Eisenhour Parks, CPA https://www.freestateadvisors.com/michaelthomas daily 0.75 2024-01-18 https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627612333587-P1AELZ0799SROX9OSQBW/michael+2.png Michael Thomas https://www.freestateadvisors.com/lasandra-rice daily 0.75 2021-08-04 https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627612808953-OQMGS32CUPMXKTYLO4WF/lasandra+2.png LaSandra Rice https://www.freestateadvisors.com/tomhalvorson daily 0.75 2023-07-13 https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627612575211-N02F0NDERHNHN1L5F70N/TOM.jpg Tom Halvorson https://www.freestateadvisors.com/brettconley daily 0.75 2021-08-10 https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627612096858-UANN6GHRE83904HO7U09/brett+2.png Brett Conley https://www.freestateadvisors.com/polly-peters daily 0.75 2021-08-04 https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627613479224-MZOXCSCYLKKP16CMV23Y/POLLY.jpg Polly Peters https://www.freestateadvisors.com/phil-taylor daily 0.75 2021-08-06 https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/1627613211695-8ITTOAJMHMDEPZ954MZ9/PHil+2.png Phil Taylor https://www.freestateadvisors.com/contact-form daily 0.75 2024-01-30 https://images.squarespace-cdn.com/content/v1/60ec79df4a4ae42e5a43695e/7518adf4-2612-452b-a7df-44334605ac42/absolutvision-uCMKx2H1Y38-unsplash.jpg