Practice finance consulting in Leawood, Kansas

Maximum Revenue Billing & Practice Solutions is a leading healthcare institution located at 12120 State Line Road in Leawood, Kansas, United States. Specializing in billing and practice solutions, our team of experts is dedicated to maximizing revenue for healthcare providers. With a focus on efficiency and accuracy, we help streamline billing processes and improve overall practice management. Trust us to optimize your revenue and enhance your practice's financial success.

Amy Beery is a Registered Practice Associate at Ameriprise Financial Services, LLC, located at 4200 West 115th Street, Leawood, Kansas, United States. She offers personalized financial services tailored to your individual goals and risk tolerance. From retirement planning to major purchases, Amy provides investment recommendations and portfolio analysis to help you achieve your financial objectives. Regular meetings and progress reviews ensure that your financial strategy adapts to life changes. With secure online access, you can track your investments and goals from any device. Schedule a complimentary initial consultation to learn more about how Amy can help you reach your financial goals. Please note that securities business is conducted only with residents of states where the advisor is properly registered. Ameriprise Financial cannot guarantee future financial results. Member FINRA and SIPC.

Oread Wealth Partners is a finance institution located at 5251 West 116th Place, Leawood, Kansas, United States. As a Certified Financial Planner™, they specialize in helping doctors, business owners, and affluent individuals align their finances with their life goals. The institution is a fiduciary, fee-only financial planning & wealth management practice with a focus on assisting physicians and business owners in achieving their financial objectives. Oread Wealth Partners works closely with clients to understand their financial priorities and create a comprehensive financial plan tailored to their unique circumstances. They provide ongoing support to ensure clients are on track to reach their goals and adapt the financial plan as needed. The institution also offers insights and perspectives on topics such as 338(h)(10) sales for business owners and tips for optimizing tax situations for healthcare professionals. Oread Wealth Partners is committed to providing innovative solutions and tailored advice to help clients achieve financial freedom and pursue their passions.

Joseph De Largy is a financial advisor at Ameriprise Financial Services, LLC, located at 4200 West 115th Street in Leawood, Kansas, United States. Joseph holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications reflect Joseph's expertise in asset management, estate planning, retirement planning, investment strategies, and more. As a financial advisor, Joseph is dedicated to providing comprehensive and personalized financial planning services to individuals, retirees, small business owners, and high net worth clients. Joseph's commitment to ethical practices and continuing education ensures that clients receive expert advice tailored to their specific financial goals and needs. Contact Joseph De Largy at Ameriprise Financial Services, LLC for professional and trustworthy financial guidance.

Norman R Harp CPA is a reputable institution located at 4901 West 136th Street, Leawood, Kansas, United States. Specializing in accounting and finance, Norman R. Harp CPA PA offers expert tax preparation services for both individuals and businesses, ensuring that taxes are done accurately and efficiently. With over 25 years of experience as a Certified Public Accountant and Financial Planner, Norman R. Harp CPA provides the best solutions for your business needs. The institution is affiliated with CHART PLANNING Touchstone Divorce Financial Solutions, CHART PLANNING Private Wealth Management LLC, and other licensed public accounting practices in Kansas and Missouri. Services offered include tax planning, CFO consulting, litigation support, business succession planning, and assistance with legal filings such as Articles of Incorporation and EIN applications.

Paschang & Associates, LLC is a financial planning firm located in Leawood, Kansas. We have a fiduciary responsibility to our clients and specialize in holistic financial planning for individuals, families, and small businesses. Our focus is on helping clients navigate the financial challenges they face in their mid to late career stages and through eldercare. We are dedicated to providing the highest level of financial planning and investment management on a personal level, working with a limited group of clients who share our core values. Our financial tools automatically rebalance as you near retirement, ensuring your investments are aligned with your goals.

Danda Trouve Investment, located at 8201 Mission Road in Prairie Village, Kansas, is a finance institution that offers wealth management services to high-net-worth individuals, business owners, and families. Our Leawood-based advisors also provide investment advisory services to fiduciaries of corporate retirement plans, as well as endowments and foundations of nonprofits. At Danda Trouve Investment, we offer a range of financial services to our nonprofit clients, including committee education, donor development, OCIO services, performance reporting, and investment management. Whether you need help with wealth planning, portfolio management, family governance, or philanthropic strategies, our experienced financial advisors are here to assist you.

David Neihart - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4200 West 115th Street in Leawood, Kansas, is a finance institution offering a wide range of services to meet the unique needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, the advisors at David Neihart are equipped to provide expert guidance on asset management, retirement planning, estate planning, investment strategies, and insurance products. Whether you are a retiree, small business owner, or high net worth client, the team at David Neihart is dedicated to helping you achieve your financial goals. With a focus on ethical practices and continued education, the advisors at David Neihart strive to provide the highest level of service to their clients.