Financial - Financial Advisor
Planning/Management/Advisory Firms
Profile
Focal Point Financial Group
http://focalpointfinancialgroup.com/
After working in the financial services industry for over 20 years, I launched Focal Point Financial Group to help, equip, and guide people to be good financial stewards of their God-given resources.
Focal Point Financial Group is a fee-only financial planning firm located in the Kansas City area who works with individuals and families delivering financial planning and investment advice.
We believe that everyone should have a financial plan. We call it your “focal point” and we help you identify yours. It’s your focal point or plan that guides your day-to-day (and long-term) money decisions and brings clarity and confidence to your choices.
We work with our clients on an ongoing basis to not only set up an initial plan with specific goals and action steps, but also help them along their journey to implement and keep the plan up to date as life events and circumstances change.
Focal Point Financial Group believes in keeping things simple. The more moving parts to something, the greater the risk of something getting overlooked or underutilized. We help our clients simplify their financial lives in order to obtain greater peace of mind and create financial breathing room.
Because we believe people need affordable access to qualified financial planning, we charge our financial planning clients a monthly fee based on the complexity of their situation...not based on how much money they have or how many things they own.
Our ideal clients are those that:
are open to getting holistic help with their finances
communicate openly and freely
believe in the benefit of having a long-term plan in place
are wanting a trusted partner to help them on their journey to being a good steward
Although we call Kansas home, we are also willing to work with clients outside of our area.
In addition to being a financial planner, I’m also a husband and a dad. I’m blessed with a wonderful family. I enjoy being outside, playing sports, cooking new things and exploring new places.
7301 Mission Road, Suite 244A
Prairie Village, KS 66208
Map
913-585-0365
Email
- Financial - Financial Advisor
- Retirement Planning
Profile
Human Interest
www.humaninterest.com
Human Interest is an affordable, tech-savvy 401(k) provider built especially for small and medium-sized businesses. We're proud to offer flexible, automated retirement savings plans to hundreds of thousands of employees nationwide. 401k no longer has to be a pain, no longer has to be costly or time consuming... We're the easy button making it easy, affordable, and removing the administrative liability. We have over 500 payroll integrations to make this easy on you and your employees.
Map
785-727-8271
Email
- Financial - Financial Advisor
Profile
Kit Bradley- Forum Financial Management, LP
https://www.forumfinancial.com/profile/kit-bradley/
At Forum Financial Management, we help investors build, manage and preserve their wealth. It starts with a dedicated team of partners and advisors with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning.
With the foundation of this technical knowledge, we can spend more time on what we truly enjoy -getting to know our clients and their families. By understanding the hopes and dreams that reside at the center of someone's financial life, we are able to design an investment plan that is built to achieve a client's short- and long-term goals. That's what we consider to be the real value of an advisor.
Forum Financial Management, LP is a Registered Investment Advisor. The home office of Forum Financial Management is located at 1900 S. Highland Ave., Suite 100, Lombard, IL 60148 (www.forumfin.com, 630.873.8520).
8204 Dearborn Dr
Prairie Village, KS 66208
Map
913-558-4923
Email
- Financial - Financial Advisor
- Retirement Planning
Profile
Prudential
A comprehensive financial planner with Prudential. I enjoy working with individuals and families in all
phases of life from just starting out to retired. I particularly like working with women and small
business owners. I like helping people create streams of income for retirement that don’t involve the
IRS. Passionate about helping people plan for long-term care.
10801 Mastin Blvd. Suite 200
Overland Park, KS 66210
Map
816-225-2450
913-907-2072
Email
- Financial - Financial Advisor
Profile
Retirement Solutions Group
www.rsgusa.net
The team at Retirement Solutions Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
6801 W. 107th St.
Overland Park, KS 66212
Map
913-685-9422
Fax: 913-685-9946
Email
- Financial - Financial Advisor
- Retirement Planning
Profile
Wells Fargo Advisors, LLC
https://home.wellsfargoadvisors.com/001_96
About Our Branch
Our team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan. We have access to a broad array of company resources -- including research analysts and economic and market experts who help us make informed investment recommendations based on your needs.
Contact us if you'd like us to help you develop strategies for pursuing your financial goals.
Michael K. Ryan CFP®
Branch Manager
Senior Vice President - Investment Officer
1900 Shawnee Mission Pkwy Suite 210
Mission Woods, KS 66205
Map
913-267-7200
Fax: 913-267-7230
- Investment Services
- Financial - Financial Advisor
- Retirement Planning