Kansas City Retirement Planning

Welcome to our financial planning firm, where we are dedicated to helping individuals, families, and small businesses meet their financial goals through a comprehensive and collaborative approach. Our team of experienced financial planners is committed to providing personalized advice and strategies tailored to your unique circumstances.

Our firm was founded on the belief that financial planning is not a one-time event, but an ongoing process that requires careful attention and adjustments over time. We work closely with our clients to understand their values, aspirations, and financial situation, and use this information to develop a customized plan that aligns with their goals.

Services Offered

Our range of services includes:

Financial Planning: Our flagship service, financial planning is a collaborative process that helps maximize a client's potential for meeting life goals through financial advice using relevant elements from the client's personal and financial circumstances. We believe that financial planning is essential for anyone who wants to achieve financial security and peace of mind. Our certified financial planners work closely with you to develop a customized plan that takes into account your values, aspirations, and financial situation.
Investment Management: Our investment management services are designed to help you grow and protect your wealth. We believe in building a custom portfolio tailored to pursue your goals, using a combination of passive and active investing strategies. We use low-cost index funds and exchange-traded funds (ETFs) to provide broad market exposure, and we use active management to take advantage of opportunities in specific sectors or asset classes.
401(k) Rollover Education: If you are leaving an employer or changing jobs, you may be wondering what to do with your 401(k) account. We can help you understand your options and make an informed decision about whether to roll over your account, leave it with your former employer, or cash it out. We provide education and guidance on the advantages and disadvantages of each option, so you can make the best choice for your financial situation.
Tax Planning: We believe that tax planning is one of the most powerful pieces of financial planning, and an area where we can add significant value. We can help you develop a tax-efficient plan that minimizes your tax liability and maximizes your after-tax income. We can also help you navigate the complex world of tax laws and regulations, and work with your tax professional to ensure that your plan is implemented correctly.
Maximize Social Security: Social Security is a crucial part of most people's retirement plan, but navigating the complex rules and regulations can be overwhelming. We can help you understand your options and develop a strategy that maximizes your Social Security benefits. We can also help you evaluate the impact of different claiming strategies on your overall retirement plan.
Estate Planning: Estate planning is an important part of financial planning, as it allows you to pass along your assets to your loved ones in the most efficient way possible. We can help you develop a plan that takes into account your wishes, your family situation, and the tax implications of different strategies. We can also work with your attorney to ensure that your plan is legally sound and properly implemented.
Small Business Planning: As a small business owner, you have unique financial planning needs. We can help you develop a plan that takes into account your business and personal financial situation, and addresses issues such as retirement planning, tax planning, and risk management. We can also help you evaluate employee benefits options and develop a strategy that attracts and retains key employees.