Find a Financial Planner in Leavenworth County, KS

 

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We Only Work With The Best Leavenworth County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Leavenworth County, KS


  • Financial Advisor Close to Leavenworth County, KS

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Leavenworth County Help You?

Wealth management is a type of financial planning that focuses on asset protection and risk management for high-net-worth individuals and organizations. It provides those in the Leavenworth County area with advisory and management services on the full spectrum of a client’s finances, including financial and investment advice, legal and estate planning, accounting, tax services, business financial planning, debt management, and retirement planning.
Personal financial planning is a financial advisory service focused on helping individuals navigate the correct path to achieve their financial goals. Personal financial planning can look different from client to client, but in Leavenworth County, it typically provides counsel on investing, retirement savings, taxes, estate planning, and risk management.
17.5% of Leavenworth County's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Leavenworth County area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Leavenworth County area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning is a service focused on helping businesses map out steps to achieve a financial goal over a set time. Business financial planning in the Leavenworth County area addresses the many needs a business has, such as staffing, PP&E (property, plant and equipment), intangible assets, investments, etc.
Tax planning is a service offered by qualified tax planners, financial advisors, and other financial professionals in the Leavenworth County area who determine what breaks are available to you to minimize your tax payments. Tax planning strategies will differ depending on depending on where you live. Kansas has unique laws defining which actions trigger a taxable event and has the 11th highest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse involves working with an attorney or financial advisor in the Leavenworth County area to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. It typically includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation is a good way to make high-interest debts more manageable. Advisors in the Leavenworth County area can bundle high-interest loans together under more favorable financing terms. This often results in lower interest rates, or lower monthly payments.

 

The Value of Working With the Best Financial Planners in Leavenworth County, KS


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Leavenworth County, KS

We evaluated over 13,000 RIA firms to bring you the best of the best Leavenworth County financial advisors.
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How Retirement-Friendly is Leavenworth County, KS?

  • Population: 80,745
  • % of Population 62 Years and Over: 17.5%
  • Average Home Value: $189,900
  • Average Monthly Housing Cost: $1,110
  • Average Household Income: $89,420
  • Kansas Total Tax Burden: 9.36% (11th Highest in U.S.)
  • Kansas Property Tax: 3.12% (17th Highest in U.S.)
  • Kansas Individual Income Tax: 2.28% (23rd Lowest in U.S.)
  • Kansas Sales and Excise Tax: 3.96% (14th Highest in U.S.)


The Top Financial Advisor Firms in Leavenworth County, KS