Financial wellness programs in Lee's Summit, Missouri

Estal Insurance and Financial Services Inc. is a trusted insurance agency located at 656 Southeast Bayberry Lane in Lee's Summit, Missouri. Specializing in auto, commercial, farm, financial, home, powersports, and human services insurance, our dedicated team is committed to providing the best coverage options for our clients. Whether you need to protect your vehicle, home, business, or family, we have customizable policies to meet your specific needs. We offer exclusive programs such as Vanishing Deductible® and various discounts to help you save on your premiums. Our knowledgeable agents can help you understand the different types of life insurance available and assist you in selecting the right coverage for your family's future. Contact Estal Insurance and Financial Services Inc. at (816) 525-8866 to discuss your insurance needs or visit our office during business hours. Let us help you plan for life's uncertainties and secure your financial well-being.

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.

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.

Republic Finance is a reputable financial institution located at 820 Southwest Blue Parkway in Lee's Summit, Missouri. Specializing in providing personalized financial solutions, Republic Finance offers a wide range of services including personal loans, debt consolidation, and credit building programs. With a team of experienced professionals, Republic Finance is committed to helping individuals achieve their financial goals and improve their overall financial well-being. Whether you are looking to consolidate debt, cover unexpected expenses, or simply need some extra cash, Republic Finance is here to help. Visit us today to learn more about our services and how we can assist you with your financial needs.

Bankers Life, located at 100 Northeast Tudor Road in Lee's Summit, Missouri, is a comprehensive finance, health, and insurance agency. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as offerings from partner carriers such as Aetna, Anthem, Cigna, Humana, UnitedHealthcare®, and Wellcare. When it comes to Medicare, we can help you compare Advantage plans to find the coverage that best suits your needs. With the increasing need for long-term care as people live longer and healthcare costs rise, it's crucial to be prepared and have discussions with your loved ones about planning for the future.