Those age 50 or better (either preparing for retirement, or recently retired)
$500,000 or more to invest
Those looking to make the most out of their post-retirement life
Retirement planners in Kansas City
As financial advisors specializing in retirement planning for those age 50+ and federal employees in Kansas City, everything we do is tailored to the success of our clients. Our goals are to help you reduce your taxes and optimize your income so that you can retire happier. Our personalized financial plans, or what we call your Retirement MAPs, have the option to add investment management, giving you the flexibility and confidence to solidify a plan that best aligns with your goals and interests, as well as builds true wealth management in Kansas City. The bundled package is our Retirement MAP PLUS and provides you with MASSIVE VALUE.
Fee-only and fiduciary
Federal employee & retiree expertise
Easy-to-understand, customized plans
Massive Experience - CFP since 2000
Keeping your money safe
Start prioritizing your financial success today
Achieve the post-retirement life you've been dreaming of by working with a CERTIFIED FINANCIAL PLANNER™ (CFP®) in Kansas City
With the option to meet face-to-face or online, we offer a convenient, obligation-free appointments. Learn more about what we offer so that you can determine if we're the right retirement planning consultants to manage your finances.
Learn more about financial planning and what it means for you
Explore common financial lingo
The financial industry can feel overwhelming, which is why we take the time to explain the nuances of the industry. Explore more about how our differences can benefit you and what all this financial lingo actually means for you.
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