TOP 30 Comprehensive estate planning in Lee's Summit, Missouri

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At NextGen Wealth, located in Lee's Summit, Missouri, we are a comprehensive financial planning institution specializing in helping individuals prepare for retirement. Our Certified Financial Planners® work with clients to create personalized retirement transition plans that cover not only finances but also mental, social, and physical aspects of retirement. We prioritize adding real value to our clients' financial lives, ensuring they are well-prepared for the next stage of their lives. Our services include retirement planning, investment management, Social Security scenario planning, Medicare planning, and more. As a Registered Investment Advisor, we are legally bound by the fiduciary standard to always act in our clients' best interests. Whether you are in Kansas City or anywhere in the nation, we are here to help you retire comfortably and confidently. Contact us today for a free Retirement Checkup™ and start planning for your future with peace of mind.

Denker Law Firm LLC is a legal institution located at 229 Southeast Douglas Street in Lee's Summit, Missouri, United States. As experienced lawyers, we understand the complexities of the law and the challenges it can present. Our team is dedicated to listening to your needs and working together to determine the best course of action for your business or personal legal matters. We will provide you with a clear and detailed plan to achieve the results you desire while being mindful of your budget. You can trust Denker Law Firm to provide top-quality protection and results for all of your legal needs, allowing you to focus on what truly matters.

Alfano Law Firm LLC, located at 200 Northeast Missouri Road in Lee's Summit, Missouri, is a trusted institution specializing in probate matters, estate planning, and more. With a focus on assisting families with guardianships, probate administration, asset distribution, and other related services, our team is dedicated to providing exceptional legal assistance. Our expertise in estate planning, including wills, trusts, and power of attorney, ensures that our clients receive comprehensive support for their legal needs. Recognized as the best estate firm in Kansas City in 2023, Alfano Law Firm upholds a reputation for excellence in legal services. Super Lawyers has celebrated our firm as a top legal powerhouse, further highlighting our commitment to serving our clients with the highest level of professionalism and expertise.

Thrivent Financial-Lutherans is a finance institution located at 436 Southeast Youngston Lane in Lee's Summit, Missouri, United States. We believe that everyone deserves a financial plan they can trust, starting with the right financial advisor. Our team can help match you with resources based on your top financial concerns and create a personalized plan to help you achieve your goals. Money Canvas™ is a free virtual coaching service that empowers you to build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities. We also offer charitable planning options and generosity programs to help you give back to your community. With $162 billion in assets under management/advisement, Thrivent is a Fortune 500 organization providing advice, investments, insurance, banking, and generosity programs. Schedule a free intro appointment with one of our financial advisors to learn more about how we can help you live a more meaningful and generous life. Thrivent is committed to helping people make the most of all they've been given and guiding them towards a more secure financial future.

Kasper Steck Wealth Management is a leading finance institution located at 211 Northwest Executive Way in Lee's Summit, Missouri, United States. Specializing in wealth management services, our experienced team provides personalized financial solutions to help clients achieve their financial goals. With a focus on integrity and excellence, we strive to create long-term relationships built on trust and transparency. Contact us today to learn how we can help you secure your financial future.

Taylor'd Financial Services is a reputable institution located at 200 Northeast Missouri Road in Lee's Summit, Missouri. As part of the Taylor'd Financial Group, they have office locations throughout the Kansas City metro area for the convenience of their clients. Whether you are just starting the financial planning process or looking to enhance your current financial strategies, Taylor'd Financial Services is here to help. By appointment only, they also have a location at 28 Westwoods Dr in Liberty, MO. Contact them today to schedule a meeting and see how they can assist you in achieving your financial goals.