Retirement Planning in Mission Woods, KS

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Top Retirement Planners in Mission Woods, KS

Strategic Wealth Partners
SEC File# 801-79487
CRD# 148586
Location 2000 Shawnee Mission Pkwy Ste 115, Mission Woods, KS 66205, USA
Phone (816) 412-1537
Directions
Wells Fargo Advisors
SEC File# 801-57434
CRD# 11025
4 out of 5
Location 1900 Shawnee Mission Pkwy Suite 210, Mission Woods, KS 66205, USA
Phone (913) 267-7200
Directions
Financial Planning Consultants
Location 6240 W 135th St # 200, Overland Park, KS 66223, USA
Phone (913) 491-5225
Directions
Securities America Inc
Location 5201 Johnson Dr # 210, Mission, KS 66205, USA
Phone (913) 384-1991
Directions
EVP Capital Advisors
5 out of 5
Location 1968 Shawnee Mission Pkwy, Mission Woods, KS 66205, USA
Phone (913) 906-8032
Directions
SEC File# 801-70536
CRD# 151164
5 out of 5
Location 3013 Main St, Kansas City, MO 64108, USA
Phone (816) 285-9000
Directions
Goodburn Financial
Location 5800 Foxridge Dr, Mission, KS 66202, USA
Phone (913) 461-9967
Directions
OneDigital - Overland Park
5 out of 5
Location 11101 Switzer Rd Suite 200, Overland Park, KS 66210, USA
Phone (913) 338-5300
Directions
Brad Welch - Morgan Stanley
Location 4520 Main St. 8th Fl, Kansas City, MO 64111, USA
Phone (816) 932-7643
Directions
Mission Square
5 out of 5
Location 6220 Martway St, Mission, KS 66202, USA
Phone (913) 403-8200
Directions
SEC File# 801-79507
CRD# 155414
Location 2001 Shawnee Mission Pkwy, Mission Woods, KS 66205, USA
Phone (913) 951-2700
Directions
Infinitas
Location 10801 Mastin St Suite 370, Overland Park, KS 66210, USA
Phone (913) 563-7300
Directions
Retirement Planning in Mission Woods, KS

About Mission Woods, KS for Those Planning to Retire

Mission Woods, KS is a small city located in Johnson County, Kansas. It is known for its beautiful tree-lined streets and historic homes. Some of the notable landmarks in the area include the Shawnee Indian Mission, which was established in the early 1800s, and the Mission Hills Country Club, a prestigious golf course that has hosted several major tournaments. The top employers in Mission Woods are primarily in the healthcare and education industries, including the University of Kansas Medical Center and the Shawnee Mission School District. Major highways and streets in the area include Interstate 35, Shawnee Mission Parkway, and Mission Road. The neighborhoods in Mission Woods are diverse and offer a range of housing options, from historic mansions to modern apartments. Some of the most popular neighborhoods include Indian Hills, Mission Hills, and Prairie Village, all of which offer easy access to shopping, dining, and entertainment options. Overall, Mission Woods is a charming and vibrant community that offers something for everyone.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Mission Woods, KS would greatly benefit from the services provided by a bank. One specific way in which a bank could assist the community is by offering small business loans to local entrepreneurs. Mission Woods is a small, affluent city with a population of just over 200 people. Despite its small size, there are several small businesses located within the city limits, including a boutique, a coffee shop, and a pet grooming salon. These businesses could greatly benefit from access to capital in order to expand their operations and reach more customers. A bank could provide these loans, allowing these small businesses to grow and thrive, while also contributing to the economic development of the community as a whole. Additionally, a bank could offer financial planning services to residents, helping them to manage their finances and plan for their future. With the right support, Mission Woods could continue to flourish and remain a vibrant, thriving community for years to come.

Insurance Broker

Residents of Mission Woods, KS can greatly benefit from the services of an insurance broker. With its population of just over 1,000 people, Mission Woods is a small, affluent community located in Johnson County, Kansas. Due to its location in the Kansas City metropolitan area, residents of Mission Woods may face unique insurance needs that require the expertise of a broker. For example, homeowners in Mission Woods may need coverage for their high-value homes and possessions, while business owners may require specialized insurance for their companies. Additionally, residents of Mission Woods may need help navigating the complexities of healthcare insurance, particularly as it relates to the Affordable Care Act. An insurance broker can provide personalized guidance and support to help residents of Mission Woods find the right insurance solutions for their unique needs.

Wealth Management

Residents of Mission Woods, KS could benefit from the expertise of a wealth manager in a variety of ways. One specific example is the management of their retirement savings. With the average age of Mission Woods residents being 44 years old, retirement planning is a critical aspect of their financial well-being. A wealth manager could assist in creating a retirement plan that takes into account their unique financial situation and goals. This could include maximizing contributions to tax-advantaged retirement accounts, diversifying investments, and creating a plan for withdrawing funds during retirement. Additionally, a wealth manager could provide guidance on estate planning, ensuring that residents' assets are distributed according to their wishes and minimizing tax implications. With the complexity of financial planning, a wealth manager could provide peace of mind and a sense of security for residents of Mission Woods, KS.

Financial Advisor

Residents of Mission Woods, KS can benefit from the expertise of a financial advisor in a myriad of ways. One specific area in which a financial advisor can be particularly helpful is in navigating the unique tax laws of the state of Kansas. With its complex tax code, residents of Mission Woods may find themselves struggling to make sense of the various deductions and credits available to them. A skilled financial advisor can help residents take advantage of these tax breaks, potentially saving them thousands of dollars each year. Additionally, a financial advisor can assist with retirement planning, investment management, and estate planning, ensuring that residents are well-prepared for the future. With the help of a financial advisor, residents of Mission Woods can achieve financial stability and peace of mind.

Mortgage Loan Officer

Residents of Mission Woods, KS could benefit from the assistance of a mortgage loan officer in a multitude of ways. One specific aspect unique to Mission Woods is the high property value of homes in the area. A mortgage loan officer could provide guidance on securing a loan that aligns with the high property values in the community. Additionally, a loan officer could assist residents with navigating the complex process of obtaining a mortgage, which can be especially daunting for first-time homebuyers. They could also offer advice on the various types of loans available and help residents choose the best option for their financial situation. Furthermore, a loan officer could provide ongoing support throughout the life of the loan, ensuring that residents are aware of any changes to their mortgage and helping them make informed decisions about refinancing or other financial matters. Overall, the expertise of a mortgage loan officer could be invaluable to residents of Mission Woods, KS looking to purchase or refinance a home in this unique and valuable community.

Tax Services

Residents of Mission Woods, KS could benefit greatly from the expertise of a tax advisor. Given the city's affluent population, tax planning and compliance are critical components of financial success. A tax advisor can assist residents in identifying tax-saving opportunities, such as deductions and credits, that are specific to the city's tax laws and regulations. Additionally, with the recent changes to the federal tax code, a tax advisor can help residents navigate the complexities of the new tax laws and determine the best course of action for their individual tax situation. For example, Mission Woods, KS has a high property tax rate compared to other cities in the state, and a tax advisor can help residents maximize their deductions for property taxes. Overall, a tax advisor can provide invaluable guidance and support to Mission Woods residents seeking to optimize their financial well-being.

Estate Planning Lawyer

Residents of Mission Woods, KS can benefit greatly from the expertise of an estate planning lawyer. With a population of just over 200, this small community may have unique needs when it comes to estate planning. An experienced attorney can help residents navigate the complexities of estate planning, including the creation of wills, trusts, and powers of attorney. Additionally, an estate planning lawyer can assist with tax planning and asset protection, ensuring that residents' assets are secure and their loved ones are provided for in the event of their passing. With the help of an estate planning lawyer, residents of Mission Woods, KS can have peace of mind knowing that their wishes will be carried out and their legacy will be protected.

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