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Java Wealth Planning
2116 Southwest Cedar Hill Lane, Lee's Summit, Missouri 64081
About the Java Wealth Planning
Java Wealth Planning is a premier financial institution located at 2116 Southwest Cedar Hill Lane in Lee's Summit, Missouri. Specializing in comprehensive wealth planning services, our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Java Wealth Planning is committed to providing personalized and strategic solutions tailored to your unique needs. Contact us today to schedule a consultation and start planning for a brighter tomorrow.
Photos of Java Wealth Planning
2116 SW Cedar Hill Ln, Lee's Summit, MO 64081, United States
Opening hours of Java Wealth Planning
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Java Wealth Planning
"Mike is a one-of-a-kind, holistic financial advisor. He's very authentic and personable. He gets to know you and provides support based on your unique situation and goals. He advises on everything from investments to insurance and estate planning. I would recommend Mike to anyone!"
"As a tech employee, I've encountered several CFPs and Mike is far and away the most experienced planner in tech. He's been an expert on so many topics that many CFPs are peripherally aware of, at best. JWP is a strategic partner and offers big picture, holistic planning and gets to know your drivers and goals. The firm is equally strong in getting into weeds and has helped me break down some incredibly complex issues regarding equity pre and post-IPO (including one issue that blew us away - still don't understand how he solved it!). Mike is also just an all around great guy and a pleasure to work with. Truly can't say enough about Java Wealth Planning."
"I appreciate the patience and understanding Mike takes to ensure I know what I am looking at for my current and financial future. I am both empowered and inspired to be ahead of my money and can reach out to Mike for small and big decisions alike. He is a true partner."
"I was very satisfied with my engagement with Mike. He is very knowledgeable and helped me navigate the tricky landscape of ISO/NQ/RSUs and their tax implications. He provided me with tools to help continue my financial planning even after the engagement was completed. Mike is very personable and a good listener. He is very empathetic and always had the best intentions. He had a well defined agenda for each of our sessions. At the end of the session, he sent out email summarizing the key discussion point and provided actionable advise and next steps. Most importantly, Mike never tried to sell me on any of the other services he offered. I highly recommend working with him as your wealth planning partner."
"Mike is down to earth and quite knowledgeable. His advising style is something my wife and I have pursued for quite some time. Really enjoyed the time working together."
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