TOP 10 Customized retirement plans in Kansas City, Missouri

JC Grason of Kansas City is a financial institution located at 306 Route 291, Lee's Summit, Missouri. Specializing in accounting, finance, and legal services, the institution offers guidance on retirement planning and inflation's impact on financial stability. With offices in both Chandler, Arizona and Lee's Summit, Missouri, the team at JC Grason is dedicated to helping clients assess their current financial plans and create customized strategies to achieve their retirement goals. Investment advisory services are made available through AE Wealth Management, LLC, and individuals can consult with professionals such as Teresa Bear and David Blickhan for guidance on investment decisions. Please note that neither the firm nor its agents provide tax or legal advice, and individuals should seek professional guidance before making any financial decisions. JC Grason is independently owned and operated, and is not affiliated with the US government or any governmental agency.

Prosperity Planning, Inc. is a finance institution located at 1805 Northwest Platte Road in Kansas City, Missouri. Our team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals is dedicated to helping individuals achieve prosperity by optimizing their finances and providing peace of mind. Our customized Prosperity Planning Blueprint™ is designed to uncover financial obstacles and opportunities, ensuring that your vision of prosperity becomes a reality. In addition, our in-house Certified Public Accountant (CPA) offers tax planning services to help you use after-tax dollars more effectively. Whether you are preparing for retirement or seeking financial guidance during a divorce, we are here to help. Contact us for a complimentary 30-minute call to discuss how we can assist you on your path to prosperity.

JC Grason of Kansas City is a financial institution specializing in accounting and finance located at 7211 Northwest 83 Street in Kansas City, Missouri, United States. Are you concerned about the impact of inflation on your retirement savings? Prices are rising across various sectors, and it's important to be prepared. Download our guide to learn more about inflation and how it may affect your retirement plans. Our team at JC Grason is here to help you navigate your financial future. Schedule a call with us to see how we can assist you in achieving your retirement goals. With our Retirement Report Card, we will assess your current financial plan and provide guidance across 12 key areas. Together, we will create a customized strategy to help you confidently pursue your retirement dreams.

Old American Insurance Company is a reputable insurance institution located at 3520 Broadway Boulevard in Kansas City, Missouri, United States. With a history of providing reliable insurance services for over a century, Old American Insurance Company is known for its commitment to customer satisfaction and financial stability. Whether you are looking for auto, home, life, or business insurance, their team of experienced professionals is dedicated to helping you find the coverage that best suits your needs. Visit Old American Insurance Company today and experience the peace of mind that comes with having quality insurance protection.

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.

Bret Ohlhausen - State Farm Insurance Agent is an insurance agency located at 8549 North Church Road in Liberty, Missouri, United States. The agency is dedicated to helping clients make smart decisions when it comes to their insurance and financial service needs. Bret Ohlhausen, the owner, was born and raised in Kansas City North and has a deep understanding of the insurance needs of the community. With a team of experienced professionals, the agency offers personalized insurance plans for auto, home, life, and health insurance, as well as assistance with retirement planning. The agency is actively involved in the Liberty community and is committed to providing exceptional customer service. Whether you need help with your insurance protection plan or have questions about investment options, Bret Ohlhausen - State Farm Insurance Agent is here to assist you. Contact them today to learn more about their services and how they can help you protect your financial future.

Tiffany Nyquist - COUNTRY Financial Agent is a trusted finance and insurance agency located at 7001 North Locust Street in Kansas City, Missouri, United States. With a dedication to providing personalized financial solutions and reliable insurance coverage, Tiffany Nyquist and her team strive to help clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance policies, Tiffany Nyquist - COUNTRY Financial Agent is committed to offering expert guidance and exceptional customer service. Contact them today to learn more about how they can assist you in securing your financial future.

Mitch Briegel - State Farm Insurance Agent is a trusted insurance agency located at 19125 U.S. 69 in Lawson, Missouri. Conveniently situated at the southeast corner of 69 & D highways, across from the Finish Line gas station, we are dedicated to providing top-notch customer service and personalized insurance solutions for all your needs. As we approach the holiday season and the end of 2023, it's important to ensure that you have the right insurance coverage in place. Whether you need auto insurance, home insurance, life insurance, renters insurance, business insurance, boat insurance, motorcycle insurance, or any other type of coverage, we've got you covered.

Debbie Baker - State Farm Insurance Agent is a family-owned insurance agency located at 6300 Walnut Street in Kansas City, Missouri, United States. Situated just one block east of the Brookside Shopping District on the corner of 63rd and Walnut, Debbie Baker has been serving the community since 1994. As a second-generation State Farm agent with a family history of insurance expertise, Debbie and her team are dedicated to helping clients protect what matters most to them. With a focus on building personalized insurance plans that give clients confidence and peace of mind, Debbie ensures that her clients are prepared for any unexpected events. Whether it's auto insurance, home insurance, business insurance, health insurance, or life insurance, Debbie and her team provide clear, honest, and straightforward advice to help clients make informed decisions about their coverage.

Michael Blau is a State Farm Insurance Agent located at 613 Southwest 3rd Street in Lee's Summit, Missouri. The owner, Michael, is a lifelong Missouri resident who is dedicated to serving the community. With over 30 years of combined experience, the team at Michael Blau State Farm is committed to providing exemplary service to customers in Missouri and Kansas. At Michael Blau State Farm, we offer a range of insurance policies including Life Insurance, Homeowners Insurance, Renters Insurance, and Business Insurance. Each policy is carefully tailored to meet the specific needs of our customers. Our mission is to show each customer that we care about protecting what matters most to them.

Americo Life Inc is a leading insurance company located at 300 West 11th Street in Kansas City, Missouri. With a strong presence in the United States, Americo Life Inc offers a wide range of insurance products and services to meet the needs of individuals and families. Known for their commitment to customer service and financial stability, Americo Life Inc is a trusted partner for those seeking quality insurance solutions. Whether you are looking for life insurance, annuities, or retirement planning, Americo Life Inc has the expertise and resources to help you secure your financial future. Visit their office in Kansas City today to learn more about their offerings and how they can help you achieve your insurance goals.

Chris Brown - State Farm Insurance Agent is an insurance agency located at 43 Saint Andrews Drive in Union, Missouri. With over 12 years of experience as a State Farm Agent, we are dedicated to helping people with their insurance needs in Missouri, Illinois, and Kansas. Our services include Auto Insurance, Home Insurance, Life Insurance, Business Insurance, Condo Insurance, Health Insurance, Renters Insurance, Boat Insurance, and Motorcycle Insurance. We are actively involved in volunteering in the communities of Union, Washington, St. Clair, and surrounding areas. Our mission is to be the customer's first choice in the products and services we provide, and our vision is to be a leader in the community as the top insurance office in town. We offer retirement planning and tips on DIY auto maintenance to combat rising repair costs.

Country Club Bank is a premier financial institution located at 1 Ward Parkway in Kansas City, Missouri. As a full-service bank, we offer a wide range of financial services including personal and business banking, wealth management, insurance, and health services. Our experienced team of professionals is dedicated to providing our customers with top-notch service and innovative solutions to meet their financial needs. Whether you're looking to open a checking account, plan for retirement, or protect your family with insurance, Country Club Bank is here to help you achieve your financial goals. Visit us today to experience the difference of banking with a trusted partner.

Holly Carter - COUNTRY Financial Agent is a reputable finance, health, and insurance agency located at 3200 Northeast 83rd Street in Kansas City, Missouri, United States. With a focus on providing personalized solutions and exceptional customer service, Holly Carter offers a wide range of financial and insurance products to meet the needs of individuals and families. Whether you are looking for retirement planning, health insurance, or property coverage, Holly Carter is dedicated to helping you achieve your financial goals and protect what matters most to you. Visit their office today to learn more about their services and how they can assist you in securing your financial future.

Paths Law Firm is a reputable institution located at 5008 Northeast Lakewood Way in Lee's Summit, Missouri. Specializing in estate and elder care planning, the firm is led by Rusty Fracassa, Kathleen Overton, and their dedicated staff. Known for their compassion, attentiveness, and expertise, Paths Law Firm serves the Kansas City area in both Missouri and Kansas. The firm offers appointments Monday through Friday from 8:00am to 5:00pm, with Saturday appointments available upon request. They provide personalized services, including meetings at residences, hospitals, or nursing homes for clients with limited mobility.

Fracassa Law Firm is a leading institution located at 5008 Northeast Lakewood Way, Lee's Summit, Missouri, United States. Specializing in estate and elder care planning, the firm is dedicated to providing expert legal services with compassion. With attorneys Rusty Fracassa and Kathleen Overton at the helm, along with a dedicated staff, Fracassa Law Firm serves the Kansas City area in both Missouri and Kansas. The firm offers appointments Monday through Friday from 8:00am to 5:00pm, with Saturday appointments available upon request. Fracassa Law Firm prides itself on its unwavering compassion, exceptional attentiveness, and extensive expertise in estate and business planning, as well as elder law guidance.

The Globe Life American Income Division: Moore Organization is an insurance agency located at 800 East 101st Terrace in Kansas City, Missouri, United States. Specializing in providing a range of insurance products and services, the institution is dedicated to helping individuals and families protect their financial future. With a team of experienced professionals, they offer personalized insurance solutions to meet the unique needs of each client. Whether it's life insurance, health insurance, or retirement planning, the Globe Life American Income Division: Moore Organization is committed to providing top-notch service and support to ensure peace of mind for their customers.

Mid American Wealth is a finance institution located at 7505 Northwest Tiffany Springs Parkway in Kansas City, Missouri. We are dedicated to helping our clients take the first step towards a better planned financial future. Our complimentary toolkit offers valuable information on retirement planning, including ways to boost confidence and make small adjustments for a big impact. At Mid American Wealth, we believe in providing personalized financial solutions for every client. Our team of professionals will work closely with you to understand your unique situation and goals, creating a custom plan tailored to your needs. From estate planning to tax advisory, we offer a range of services to support your financial journey.

Martin Financial Group is a well-established finance institution located at 9800 Northwest Polo Drive in Kansas City, Missouri, United States. With a team of experienced financial professionals, we provide a wide range of services including investment management, retirement planning, estate planning, and more. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can help you with your financial needs.

Edward Jones is a well-established finance institution located at 1170 West Kansas Street in Liberty, Missouri, United States. With a strong reputation for personalized financial services, Edward Jones offers a wide range of investment options and financial planning solutions to help clients achieve their long-term goals. Their team of experienced advisors is dedicated to providing top-notch customer service and guidance to help individuals and families make informed decisions about their finances. Whether you're planning for retirement, saving for college, or investing for the future, Edward Jones is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Divvi Wealth Management is a leading financial institution located at 1520 Clay Street in North Kansas City, Missouri, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping 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, we provide personalized solutions tailored to your unique needs. Trust Divvi Wealth Management to guide you towards financial success and peace of mind.

Diversified Solutions, LLC is a finance institution located at 1251 Northwest Briarcliff Parkway in Kansas City, Missouri, United States. Our mission is to help individuals and families achieve their ideal retirements by providing personalized financial planning services. We offer custom strategies designed to help you reach your unique retirement goals, with a focus on integrity and transparency in our recommendations. Our founder and team of advisors are dedicated to assessing your financial situation and providing recommendations that are in your best interest. We offer informational seminars on retirement income strategies and wealth management, as well as downloadable guides on key financial challenges in retirement. Advisory services are offered through Diversified Wealth Advisors, LLC, and insurance services are offered through Successful Retirement Inc. We encourage you to schedule a meeting or attend a seminar to learn more about how we can help you plan for a secure financial future.

SageView Advisory Group is a finance institution located at 9201 Ward Parkway in Kansas City, Missouri. As a leading advisory group, they specialize in providing financial planning and investment management services to individuals, families, and businesses. With a team of experienced financial advisors, SageView Advisory Group offers personalized solutions to help clients achieve their financial goals and secure their financial future. Their commitment to excellence and client satisfaction sets them apart as a trusted partner in financial planning.

Williams Financial Group is a finance institution located at 800 East 101st Terrace in Kansas City, Missouri, United States. Our team can help you create informed financial strategies that give you confidence as you pursue your goals, especially when it comes to planning for retirement. By using our Financial Blueprint process, we will examine your current financial situation and determine your retirement needs, providing you with a custom strategy to help you reach your unique retirement goals. In our founders George and Stacia's new book, "Faith, Family, Finance: Your Blueprint to a Successful Retirement," you will find valuable insights and wisdom on financial planning for retirement. We also offer free downloads of a chapter from the book on our website.

Charles Schwab is a renowned finance institution located at 700 West 47th Street in Kansas City, Missouri, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and brokerage services to help clients achieve their financial goals. The institution is known for its excellent customer service, innovative technology, and commitment to transparency and integrity in all its dealings. Whether you are a seasoned investor or just starting out, Charles Schwab is dedicated to helping you navigate the complex world of finance and make informed decisions for a secure financial future.

Cobb Wealth Management, LLC is a finance institution located in Kansas City, Missouri, United States. Our experienced team of financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering customized solutions, we strive to provide comprehensive financial planning, investment management, and retirement planning services. Visit us at 1050 West Blue Ridge Boulevard to learn how we can help you secure your financial future.

Chad Ryan Esslinger is a finance institution located at 2600 Grand Boulevard in Kansas City, Missouri, United States. With a focus on providing expert financial services and advice, Chad Ryan Esslinger is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or assistance with loans and mortgages, the experienced team at Chad Ryan Esslinger is here to help. Trust in their expertise and commitment to exceptional customer service for all your financial needs.

Merrill Lynch Financial Advisor Scott Fitzgerald, located at 4801 Main Street in Kansas City, Missouri, is a dedicated finance institution focused on helping clients achieve their financial goals. Scott Fitzgerald and his team are deeply experienced and passionate advocates for financial wellness, offering personalized service to help clients prepare for retirement and secure their financial futures. Scott has received recognition for his exemplary client service, including being named one of Forbes' "Best-in-State Wealth Advisors" in 2019. With advanced designations and certifications, including the CERTIFIED FINANCIAL PLANNER™ professional designation, Scott is committed to providing comprehensive financial strategies tailored to each client's needs. The team at Merrill Lynch Wealth Management is dedicated to understanding each client's priorities and designing customized financial plans to help them achieve their goals. Through the Investment Personality Assessment and Merrill Personal Wealth Analysis™, clients can receive personalized guidance and support to navigate market changes and life events. With a focus on building strong client relationships based on trust and understanding, Merrill Lynch Financial Advisor Scott Fitzgerald is committed to helping clients succeed financially.

Merrill Lynch Financial Advisor David E Voysey is a finance institution located at 4801 Main Street, Kansas City, Missouri, United States. Our team is deeply experienced and passionate about advocating for financial wellness, prioritizing helping participants prepare for retirement and feel more secure about their financial futures. Our advisors have received recognition from financial industry publications and Bank of America Corporation, setting the standard for exemplary client service. Our team, supported by the global resources of Merrill, is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Scott, one of our advisors, has been with Merrill Lynch Wealth Management since 1997 and is dedicated to helping clients achieve their financial goals. He holds several advanced designations and certifications and is passionate about giving back through volunteering for Angel Flight Central.

Merrill Lynch Financial Advisor Lisa Shaw, located at 4801 Main Street, Kansas City, Missouri, is a trusted First Vice President and Wealth Management Advisor with over 32 years of experience in investment and financial services. Lisa holds certifications as a Certified Private Wealth Advisor, Chartered Retirement Planning Counselor, and more. She specializes in serving high-net-worth clients with advanced wealth management topics such as portfolio management, retirement planning, risk management, tax minimization, estate planning, and more. Lisa takes a consultative and customized approach to wealth management, understanding each client's unique financial needs and priorities to create a personalized strategy for financial success. With a focus on building strong client relationships based on trust and personalized service, Lisa and her team at Merrill Lynch Wealth Management offer a range of services including personalized financial planning, investment strategies, wealth transfer strategies, and more. By listening to clients' goals, priorities, and concerns, Lisa helps them achieve their financial objectives and secure their financial future. With a commitment to proactive and responsive service, Lisa ensures that clients' financial strategies are regularly reviewed and updated as needed. Whether planning for retirement, saving for a major purchase, or transferring wealth to future generations, Lisa provides expert guidance and support every step of the way. With access to the global resources of Merrill Lynch and a team of talented professionals, clients can trust in a personalized and comprehensive approach to wealth management that is centered on their individual needs and goals.