Welcome — I’m Brian Lore at Blue Valley Wealth Management.
I help families, business owners, and ESOP participants across the Kansas City metro organize their financial life and make decisions with confidence. The plan comes first. Products second, if at all.
Below are a few tools you can use right now, plus the questions I help clients work through. When you want a second set of eyes on your own situation, the first conversation is just listening.
Educational resources only. This page is not intended as investment, legal, or tax advice, and does not constitute a recommendation.
Have you saved enough to stay retired and live the way you want?
A clear picture of what you have, how to draw it down with the lightest tax footprint, and what to set up for the next generation.
The Case for Diversification
See how nine asset classes traded places every year from 2011 to 2025. Last year’s winner is rarely next year’s.
See the chart → ✅Retirement Wellness Planner
A short calculator that shows how prepared you are and where small changes could improve the picture.
Run the check →
What’s Your Risk Number?
Nitrogen’s five-minute quiz pinpoints your real risk tolerance on a 1 to 99 scale. No login required.
Find your number → 💬Ask a Question
No commitment, no pitch. Just a straightforward conversation about what’s on your mind.
Start the conversation →So much of your wealth is tied up in the business. What’s the plan for the rest?
Succession, a 401(k) that aligns with your business, and benefits designed to retain key employees.
Total Retirement Solutions
Starting a new retirement plan? Expanding on your existing program? We can create a custom solution for you.
Explore plan options → 💲Protect the Financial Well-being of Your Business
Take the Principal® Business Needs Assessment.
Start the assessment → 📅Plan Review
Already have a plan in place? Let’s see if it’s working as hard as you are.
Schedule a plan review →Important information: The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment, or tax advice.
The ESOP Distribution Playbook
Blue Valley Wealth Management’s plain-language guide to the decisions every employee-owner faces — diversification elections, distribution timing, NUA tax treatment, and rollover choices.
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Download the PDFThis guide is provided for educational purposes only and does not constitute individualized investment, tax, or legal advice. ESOP rules are complex and depend on your specific plan document and personal circumstances. Consult a qualified financial, tax, or legal professional before acting on any information contained in this material.