Explore Financial Advisors Serving Lee's Summit, MO

NextGen Wealth provides comprehensive financial planning services for individuals nearing retirement. Specializing in retirement transition planning, we help clients create personalized strategies that address financial security, tax optimization, and lifestyle adjustments. Our fiduciary-certified team combines investment management with holistic planning to ensure clients maintain financial stability throughout retirement.

Beacon Financial Advisors provides fee-only financial planning and tax services in Kansas City, Missouri. Specializing in retirement strategies, investment analysis, and tax planning, we serve individuals and families through hourly consultations or ongoing advisory relationships. Our fiduciary commitment ensures unbiased advice without product commissions.