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We are a full service insurance and financial services firm servicing both individuals and small business owners.
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Color name
RGB
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#8BC93F
Atlantis
139, 201, 63
87, 56, 52
31, 0, 69, 21
#914017
Copper Canyon
145, 64, 23
20, 73, 33
0, 56, 84, 43
#A4CFF4
Perano
164, 207, 244
208, 78, 80
33, 15, 0, 4
Storehouse Planning is a full-service insurance and financial services firm serving individuals and small business owners. Led by financial professional Carlose Estes, the firm is based in Kansas City, Missouri, and provides personalized guidance designed around clients’ needs, priorities, and long-term goals. Its services address financial decisions across life stages, helping clients prepare for both current needs and the future.
Storehouse Planning works with clients on retirement planning, college savings, estate strategies, investments, and financial planning. The firm also offers insurance guidance, including help with property and casualty needs and life insurance portfolios. Its broader resource offerings cover topics such as taxes, money, lifestyle, and retirement, alongside educational articles, videos, calculators, and a glossary.
The firm emphasizes practical financial strategies and planning for important milestones, with support intended to evolve as clients’ circumstances change. Storehouse Planning invites individuals and business owners to schedule an appointment to discuss their financial objectives and explore relevant planning options.
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Finance
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The Storehouse Planning name, logos and brand assets are trademarks of Storehouse Planning and its affiliates. Brandfetch isn't affiliated with or endorsed by Storehouse Planning. Their use is subject to Storehouse Planning's brand guidelines.
