Long term wealth management in Lee's Summit, Missouri

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.

Freedom Wealth Advisors is a premier financial institution located at 110 Southwest 3rd Street in Lee's Summit, Missouri. As a trusted name in the finance industry, we specialize in providing expert wealth management and financial planning services to help our clients achieve their financial goals. Our team of experienced advisors is dedicated to helping individuals and families build and preserve their wealth for a secure and prosperous future. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Freedom Wealth Advisors is committed to providing personalized solutions tailored to your unique financial needs. Visit us today to learn how we can help you secure your financial freedom.

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.

Oak Road Wealth Management is a finance institution located at 210 Southwest Market Street in Lee's Summit, Missouri, United States. We specialize in helping individuals who may be unsure about their retirement preparedness, are fearful of investment decisions, or are feeling overwhelmed by managing their finances on their own. Our team of fiduciary financial advisors are dedicated to providing objective guidance and support to help you achieve your financial goals. We understand that managing investments can be emotional, especially during times of market volatility. That's why we offer transparent fee structures and unbiased advice to ensure our interests are aligned with yours. Our annual fee structure is based on the investments under our care, with rates starting at 1% for the first $1 million.

Summit Pointe Financial Group is a leading financial institution located at 2641 Northeast McBaine Drive in Lee's Summit, Missouri, United States. As a trusted name in the world of finance, Summit Pointe offers a wide range of services including wealth management, investment planning, retirement planning, and more. With a team of experienced professionals, Summit Pointe is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to experience the difference that personalized financial guidance can make.

Capital Investment Management is a leading finance institution located at 608 Southwest 3rd Street in Lee's Summit, Missouri, United States. Our team of experienced professionals specializes in managing and growing investments for individuals and businesses. With a focus on strategic planning and personalized solutions, we help our clients achieve their financial goals and secure their future. Whether you are looking to build wealth, save for retirement, or navigate the complexities of the market, Capital Investment Management is here to provide expert guidance and support every step of the way. Visit us today to learn more about how we can help you make the most of your investments.

StrongBox Wealth is a premier financial institution located at 3470 Northeast Ralph Powell Road in Lee's Summit, Missouri. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. We provide a wide range of services, including investment management, financial planning, and retirement planning. At StrongBox Wealth, we strive to provide personalized solutions tailored to each client's unique needs and objectives. Trust us to be your partner in building and protecting your wealth.

Beyond Wealth Advisors is a leading finance institution located at 600 Southwest Jefferson Street in Lee's Summit, Missouri. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer a wide range of services including investment planning, retirement planning, estate planning, and wealth management. With a focus on personalized solutions and exceptional customer service, Beyond Wealth Advisors is committed to helping individuals and families build and preserve their wealth for generations to come. Contact us today to schedule a consultation and start planning for a financially secure future.

Buckingham Strategic Wealth, located at 400 Southwest Longview Boulevard in Lee's Summit, Missouri, is a finance institution dedicated to building advisor relationships based on trust and integrity. Their team focuses on resolving complex wealth issues, including enhancing, protecting, transferring, and donating wealth, with a personalized approach tailored to each individual's needs. The team at Lee's Summit has been providing advisory services to the Kansas City metropolitan area since 1999, previously as Madison Wealth Advisors, before joining Buckingham Strategic Wealth in 2023. By leveraging Buckingham's resources, they offer evidence-driven investment strategies and risk management tailored to each client's goals and circumstances. Clients can expect a seamless transition and multi-generational planning with the help of their experienced team. Interested individuals can download their "Experience Is Everything" brochure to learn more about becoming a Buckingham client. Additionally, they offer webinars and insights on current topics such as market performance and retirement planning strategies. As the election season approaches, Buckingham Strategic Wealth provides guidance on how to navigate potential changes in policies and industries.

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.

MK Evans and Associates, Mark R. Evans is a reputable finance institution located at 211 Southwest Noel Street in Lee's Summit, Missouri, United States. With a focus on providing expert financial services, this institution offers personalized guidance and support to help clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, the experienced team at MK Evans and Associates is dedicated to helping you navigate the complex world of finance with confidence and ease. Trustworthy and reliable, this institution is committed to providing top-notch financial solutions tailored to meet your individual needs.

The Central Bank located at 639 Northeast Woods Chapel Road in Lee's Summit, Missouri, United States, is a leading financial institution that plays a crucial role in the country's economy. As a bank, it provides a wide range of financial services to individuals, businesses, and government entities. The Central Bank is responsible for regulating the country's monetary policy, issuing currency, and maintaining financial stability. With a team of experienced professionals, the Central Bank is committed to providing excellent customer service and helping clients achieve their financial goals. Whether you need a loan, investment advice, or simply want to open a savings account, the Central Bank is here to help.

Michaelynn Hopkins - COUNTRY Financial Agent is a trusted institution located at 101 Doc Henry Road in Greenwood, Missouri, United States. Specializing in finance, health, and insurance services, our dedicated team is committed to helping individuals and families secure their financial future and protect their well-being. With personalized guidance and a wide range of products and services, we strive to provide our clients with peace of mind and financial stability. Contact us today to learn more about how we can assist you in achieving your financial goals and safeguarding your future.

The Globe Life Liberty National Division: Tony DiFilippo Agency is an insurance agency located at 684 Southeast Bayberry Lane in Lee's Summit, Missouri, United States. Our agency specializes in providing a range of insurance products to meet the needs of individuals and families. With a commitment to exceptional customer service and personalized attention, we strive to help our clients secure their financial future and protect their loved ones. Contact us today to learn more about our insurance offerings and how we can help you plan for the unexpected.

Adetomiwa Aromona, Bankers Life Agent is an insurance agency located at 100 Northeast Tudor Road in Lee's Summit, Missouri, United States. As a dedicated Bankers Life agent, Adetomiwa Aromona provides personalized insurance solutions to help individuals and families protect their financial future. With a focus on customer service and expertise in insurance products, clients can trust Adetomiwa Aromona to guide them towards the right insurance coverage for their needs. Contact Adetomiwa Aromona, Bankers Life Agent today to secure your peace of mind.

Family Solutions Financial is an insurance agency located at 110 Southwest 2nd Street in Lee's Summit, Missouri, United States. Our dedicated team is committed to providing personalized financial solutions for families to protect their assets and plan for the future. We offer a wide range of insurance products including life, health, home, auto, and more to ensure that our clients have the coverage they need. With a focus on customer service and integrity, Family Solutions Financial strives to build long-lasting relationships with our clients and help them achieve their financial goals.

Trust & Will Center is a reputable institution located at 608 Southwest 3rd Street in Lee's Summit, Missouri, United States. As a law firm specializing in estate planning and probate law, Trust & Will Center is led by attorney Jennifer J. Mickelson Marshall, who has over 20 years of experience in the field. Jennifer is known for her compassionate approach and ability to simplify complex legal matters for her clients, ensuring they have a thorough understanding of their estate plans. With licenses to practice law in Nebraska, Kansas, and Missouri, Jennifer's expertise in probate court allows her to anticipate and address potential complications in estate planning documents. For a free initial consultation with an attorney at Trust & Will Center, call (816) 554-7500 today.

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.

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.

Stephen Pirch - COUNTRY Financial Representative is a trusted finance and insurance agency located at 229 Northwest Blue Parkway in Lee's Summit, Missouri, United States. With a commitment to providing personalized and comprehensive financial solutions, Stephen Pirch helps clients protect their assets and plan for the future. Whether you are looking for insurance coverage or investment strategies, Stephen Pirch is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and learn more about our services.

Kanik Financial is a reputable finance and insurance agency located at 1320 Northeast Windsor Drive in Lee's Summit, Missouri, United States. With a focus on providing top-notch financial services and insurance solutions, Kanik Financial is committed to helping individuals and businesses achieve their financial goals and protect their assets. Our team of experienced professionals offers personalized guidance and tailored solutions to meet the unique needs of each client. Trust Kanik Financial for all your finance and insurance needs.

Prudential | Dynasty Group Inc is a leading finance and insurance agency specializing in life insurance and annuities. Located at 202 Southwest Market Street in Lee's Summit, Missouri, United States, our institution is dedicated to providing comprehensive financial solutions to help individuals and families secure their future. With a team of experienced professionals, we offer personalized services and tailored insurance products to meet the unique needs of our clients. Trust Prudential | Dynasty Group Inc to protect your assets and plan for a secure financial future.

Carpenter Law Firm - WILLSFORU is a trusted legal institution located at 200 Northeast Missouri Road in Lee's Summit, Missouri, United States. Specializing in wills and estate planning, our team of experienced attorneys is dedicated to helping clients protect their assets and ensure their wishes are carried out. With a focus on personalized service and attention to detail, we strive to provide peace of mind for our clients and their loved ones. Contact us today to discuss your estate planning needs and take the first step towards securing your legacy.

Northwestern Mutual is a leading finance and insurance agency located at 3600 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. With a strong reputation for providing personalized financial planning services and comprehensive insurance coverage, Northwestern Mutual helps clients achieve their financial goals and protect their assets. The institution's team of experienced financial advisors and insurance agents are dedicated to providing top-notch customer service and customized solutions to meet the unique needs of each individual or business. Whether you are looking to secure your financial future or protect your loved ones with quality insurance products, Northwestern Mutual is here to help you every step of the way.

Edward West, Bankers Life Agent is an insurance agency located at 100 Northeast Tudor Road in Lee's Summit, Missouri, United States. Specializing in life insurance, Edward West offers personalized services to help clients protect their loved ones and secure their financial future. With a focus on customer satisfaction and financial security, Edward West, Bankers Life Agent is dedicated to providing top-notch insurance solutions to meet the needs of individuals and families.

Edelman Financial Engines is a leading financial institution located at 210 Southwest Market Street in Lee's Summit, Missouri, United States. Specializing in finance, they offer a wide range of services to help individuals and businesses manage their wealth and investments effectively. With a team of experienced financial advisors, Edelman Financial Engines is dedicated to providing expert guidance and personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for education, or grow your assets, Edelman Financial Engines is committed to helping you secure a stable financial future.

Darby & Associates Financial Group is a reputable finance institution located at 3383 Northeast Ralph Powell Road in Lee's Summit, Missouri, United States. With a team of experienced professionals, we offer a wide range of financial services including investment planning, 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 schedule a consultation and see how we can assist you in reaching your financial objectives.

Waddell & Reed Inc is a finance institution located at 618 Southeast 4th Street in Lee's Summit, Missouri, United States. With a strong history of providing financial services to individuals, families, and businesses, Waddell & Reed Inc offers a wide range of investment options and financial planning services. Their team of experienced professionals work closely with clients to develop personalized strategies to help them achieve their financial goals. Whether you are looking to save for retirement, invest for the future, or plan for major life events, Waddell & Reed Inc is dedicated to helping you make informed decisions and secure your financial future.

Tom C. Wood, Jr, SVP, Financial Advisor, LPL is a reputable finance institution located at 609 Route 291 in Lee's Summit, Missouri, United States. With a team of experienced professionals led by Tom C. Wood, Jr, the institution offers a wide range of financial advisory services to help clients achieve their financial goals. Specializing in personalized financial planning, investment management, and retirement planning, Tom C. Wood, Jr, SVP, Financial Advisor, LPL is dedicated to providing top-notch financial guidance and support to individuals and businesses in the Lee's Summit area.

Edward Jones - Financial Advisor: Brian Sandy, CFP®|ChFC®|AAMS™|CRPC™|CRPS™ is a reputable finance institution located at 200 Southeast Douglas Street in Lee's Summit, Missouri, United States. With a team led by Brian Sandy, who holds multiple prestigious certifications including Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), Accredited Asset Management Specialist (AAMS™), Chartered Retirement Planning Counselor (CRPC™), and Chartered Retirement Plans Specialist (CRPS™), clients can trust in receiving expert financial advice and planning services. Whether you are looking to invest, plan for retirement, or manage your assets, Edward Jones is dedicated to helping you achieve your financial goals.