Find a Financial Planner in Mission Woods, KS

 

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We did the hard work of finding trustworthy partners in Mission Woods, KS.

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We Only Work With The Best Mission Woods 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 Mission Woods, KS


  • Financial Advisor Close to Mission Woods, 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 Mission Woods Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Mission Woods area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planning is a service in which a qualified financial planner provides advice, planning, and management services for their clients. The goal of these services in Mission Woods is to help clients better understand finance, map out a plan for future financial success, and offer expert assistance where necessary.
30.6% of Mission Woods's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Mission Woods area can create a custom plan and walk with you each step of the way.
In the Mission Woods area, an estate plan consists of a set of legally binding documents that describe how your estate should be divided upon your death. The purpose of an estate plan is to eliminate any ambiguity regarding the line of inheritance for your estate once you are unable to arbitrate it yourself.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Mission Woods area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. In the Mission Woods area, tax planning is often included with other services like asset management, estate planning, and retirement planning. 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 to create a financial planning strategy to protect your assets and heirs in the event of death or divorce. In the Mission Woods area, 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 and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Mission Woods area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Mission Woods, 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 Mission Woods, KS

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

  • Population: 186
  • % of Population 62 Years and Over: 30.6%
  • Average Home Value: $758,300
  • Average Monthly Housing Cost: $2,375
  • Average Household Income: $372,413
  • 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 Mission Woods, KS


WHETSTONE CAPITAL ADVISORS

Website

(913) 951-2700

2001 Shawnee Mission Parkway

Mission Woods, KS 66205

SEC#: 801-79507
Years in Business: 7 years

PALMER SQUARE CAPITAL MANAGEMENT LLC

Website

(816) 994-3200

1900 Shawnee Mission Parkway
Suite 315
Mission Woods, KS 66205

SEC#: 801-72047
Years in Business: 10 years

PALMER SQUARE BDC ADVISOR LLC

Website

(816) 994-3200

1900 Shawnee Mission Parkway,
Suite 315,
Mission Woods, KS 66205

SEC#: 801-117865
Years in Business: 1 years

PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC

Website

(816) 994-3200

1900 Shawnee Mission Parkway
Suite 315
Mission Woods, KS 66205

SEC#: 801-119475
Years in Business: 0 years