Financial Planning Consultants

Financial Planning Consultants

Doug Barnard

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12417 Catalina
Leawood, KS 66209
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Email:
Contacts:

Douglas Barnard



Key Words:

Financial Planning Consultants, Business Consultants, Investment Advisory Services

Bukaty Companies

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4601 College Blvd., Ste #100
Leawood, KS 66211
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Phone: (913) 345-0440

Fax: (913) 345-2608
Email:
Employee Benefit, Financial Services and Risk Management consulting firm specializing in employee benefits - Group & Individual Health, 401(k), Flex and COBRA Administration, Human Resources and Payroll Services, and Property & Casualty insurance.

Website:

www.bukaty.com



Contacts:

Mary Amundsen
Michael Bukaty



Key Words:

Employee Benefits & Consultants, Health Insurance, Insurance - Property/Casualty, Retirement Planning Services, Financial Planning Consultants

intellicents investment solutions inc.

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13401 Mission Rd Ste 201
Leawood, KS 66209
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Phone: (913) 214-3695

Fax: (913) 214-3699
Email:
Welcome to Financial Freedom. intellicents couples human intelligence with interactive technology to reimagine financial services for employers and individuals. Through retirement plan design, fiduciary investment consulting and personal wealth management, let's pave a smarter wave for the American worker. together.

Website:

www.intellicents.com



Contacts:

Keaton Harrison



Key Words:

Financial & Financial Advisors, Financial Planning Consultants, Financial Advisors

Larson Financial Services, Inc.

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4501 College Blvd., Suite 260
Leawood, KS 66211
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Phone: (913) 428-2233

Fax: (913) 428-2240
Email:
We help individuals in or near retirement grow, protect and preserve their assets by maintaining a conservative financial balance. Larson Financial Services, Inc. is an independent firm with securities offered through Securities America, Inc., member FINRA/SIPC. Advisory services offered through Arbor Point Advisors, LLC, Larson Financial Services, Inc, Arbor Point Advisors, LLC and Securities America, Inc are separate entities.

Website:

www.larsonfs.com



Contacts:

Stephen Black
Jennifer Cottle



Key Words:

Financial & Financial Advisors, Insurance, Insurance - Annuities, Financial Planning Consultants

Sapphire Wealth Planning LLC

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9393 W. 110th St, Suite 500
Overland Park, KS 66210
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Sapphire Wealth Planning is a fee-only financial planning firm passionate about helping women establish and maintain wealth.  Our specialty is navigating the financial transition for those going through the divorce process.

Website:

www.sapphirewealthplanning.com



Contacts:

Melissa Ellis



Key Words:

Financial Services, Financial Planning Consultants, Financial & Financial Advisors

Searcy Financial Services, Inc.

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12980 Foster Street, Ste. 160
Overland Park, KS 66213
Map:

Phone: (913) 229-2076

Fax: (877) 860-9313
Email:
Searcy Financial is a fee-only firm unwavering in our promise to deliver a long-term financial strategy that will guide your financial decisions and answer your financial questions – www.searcyfinancial.com

Website:

www.searcyfinancial.com



Contacts:

David Bush
Michael J. Searcy



Key Words:

Financial & Financial Advisors, Financial Planning Consultants, Financial Advisors

Stepp & Rothwell, Inc.

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7300 College Blvd., Suite 100
Overland Park, KS 66210
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Phone: (913) 345-4800

Fax: (913) 345-4801
Email:

Our team of financial planners provides unbiased, results-oriented advice, which offers our clients the knowledge they need to make informed decisions about their future. Because we believe issues like financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving are completely interrelated, we develop client-specific strategies that encompass them all, concurrently.

 

We offer all of our services, including investment advising and investment management, as part of our comprehensive fee-only financial planning service. We are  “fee-only,” which means we are compensated only by the retainer fees our clients pay us. We don’t sell financial products, nor do we receive sales commissions on any financial product or service, or referral fees.  Because we’re fee-only, we decide what to recommend to you based solely on what is the best fit for you and your specific needs. We don’t have a conflict between what’s best for you and what will make us money.

 

We also use a conflict free approach to how we help our clients. Money can often be a source of stress and conflict, especially in families and between parents and children. We help shape conversations and facilitate decision-making so they are neutral events. We often work with extended families, which can remove conflict about financial matters from the family dynamic and further improves our clients’ lives. Because we’re fee-only, we don’t have any incentive to persuade you to invest in particular funds or products. Our only aim is to help you reach your goals. This objectivity sets us apart from people who call themselves “financial planning” or “wealth management” consultants but whose primary goal is getting you to buy their financial products.


Website:

steppandrothwell.com



Contacts:

Rae Catrell
Amy Guerich



Key Words:

Financial Services, Financial Planning Consultants, Risk Management Services

Wealth Partners Corporation

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7101 College Blvd., Ste. 720
Overland Park, KS 66210
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Phone: (913) 685-3207

Fax: (913) 685-1670
Email:
Let Steve Hoover, president of The Retirement Pilot and a private pilot himself, put together a retirement plan for you with all the care and accuracy that a great pilot puts into his pre-flight checklist

Website:

www.wealthpartnerskc.com



Contacts:

Steve Hoover



Key Words:

Financial & Financial Advisors, Financial Planning Consultants, Investment Advisory Services, Tax Return Preparation

Windsor Financial Group, Inc.

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4701 College Blvd., #212
Leawood, KS 66211-1689
Map:

Phone: (913) 451-8100

Fax: (913) 451-3240
Email:
Financial planning

Website:

www.windsorfinancialgroup.com



Contacts:

Nathan Paulson
Sonia Paulson



Key Words:

Financial & Financial Advisors, Financial Planning Consultants

Zschoche Financial Planning

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10955 Lowell, Suite 920
Overland Park, KS 66210
Map:

Phone: (913) 890-8770

Fax: (913) 890-8755
Email:
A personal approach to wealth building and financial planning for individuals and small business owners since 2000.

Website:

www.zschochefinancial.com



Contacts:

Pamela Zschoche CFP®



Key Words:

Financial & Financial Advisors, Insurance, Investments, Financial Planning Consultants

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