TOP 10 Tax efficient investing 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.

Asset Advantage, LLC is a leading finance institution located at 210 Southwest Market Street in Lee's Summit, Missouri, United States. We specialize in providing expert financial advice and services to help individuals and businesses maximize their assets and investments. 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 wealth, plan for retirement, or navigate complex financial markets, Asset Advantage, LLC is here to provide you with the guidance and support you need. Contact us today to learn more about how we can help you achieve financial success.

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.

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.

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.

Edward Jones - Financial Advisor: Kevin T Carpenter is a reputable finance institution located at 500 Southwest Market Street in Lee's Summit, Missouri, United States. With a focus on providing personalized financial planning and investment services, Kevin T Carpenter and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Edward Jones - Financial Advisor: Kevin T Carpenter offers tailored solutions to meet your individual needs. Trustworthy, experienced, and committed to client success, Kevin T Carpenter is a trusted partner in navigating the complex world of finance.

Edward Jones - Financial Advisor: Thom Schlosser is a reputable financial institution located at 192 Northwest Oldham Parkway in Lee's Summit, Missouri, United States. As a trusted financial advisor, Thom Schlosser provides personalized financial planning services to help clients reach their financial goals. With a focus on building long-term relationships and providing tailored investment strategies, Edward Jones - Financial Advisor: Thom Schlosser is dedicated to helping clients secure their financial future.

Josh Laing - Thrivent is a finance institution located at 606 Southwest Blue Parkway, Lee's Summit, Missouri, United States. As a Financial Advisor in Lees Summit, the goal is to establish an ongoing relationship to assist clients in reaching their financial goals. The institution believes in seeing money as a tool, not just a goal, and aims to provide financial clarity for clients to live a life of contentment, confidence, and generosity. The institution helps clients build their financial future from the bottom up, starting with a strong foundation for protection of valuable assets and working towards savings for retirement, education, and other important purchases. They also assist in utilizing accumulated assets for things like dream purchases, education expenses, and creating a lifetime income source.

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.