Lees Summit Financial Planning
Lees Summit Financial Planning
The Allonesearch Financial Planning category, also known as financial advisers, includes companies offering financial planning services, financial advice services, investment services, financial management services, and financial securities advice.
There are 13 companies listed in our Financial Planning category for Lees Summit. This page shows listings 1 to 13.
If you'd like to check the Financial Planning category for other cities in Missouri click a link on the left.
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- 740 NW Blue Pkwy # 301
Lees Summit
Missouri
64086 -
Phone and Map available
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- 740 NW Blue Pkwy # 301
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- 525 SW Market St
Lees Summit
Missouri
64063 -
Phone and Map available
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- 525 SW Market St
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Barber Financial Group - Lee's Summit
- 211A NW Executive Way
Lee's Summit
MO
64063Call Today
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Phone and Map available
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- 211A NW Executive Way
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- 550 NE Malibu Dr
Lee's Summit
MO
64064 -
Phone and Map available
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- 550 NE Malibu Dr
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- 608 SW 3rd St.
Lee's Summit
MO
64063Call Today!
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Phone and Map available
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- 608 SW 3rd St.
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- 1317 NE Douglas St
Lee's Summit
MO
64086Click Here to Meet with a Planner!
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Phone and Map available
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- 1317 NE Douglas St
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Equity Financial Services Group
- 301 SE Main Street
Lee's Summit
MO
64063Financial services firm in Lee's Summit, MO
- Products and Services
Services - Wilde Wealth Management Group, Inc.
Investment & Retirement Services
Our in-house Independent Investment Advisors and CERTIFIED FINANCIAL PLANNERSTM and their teams provide the following services:
Investment Planning
Portfolio Management
Asset Allocation & Diversification
Concentrated Stock Analysis
Investment Risk Control Strategies
Portfolio Stress Testing
Retirement Goal Setting
Social Security Analysis
Elderly Planning
Legacy Planning
Defined Benefit Plans
401 (k) Management
Employer-Sponsored & Self-Employed Plans
Annuities
Pensions
RMDs & Withdrawal Strategies
College Savings Plans
Roth IRAs for Children and Young Adults
Gifting
Business Planning
IRA Contributions & Conversions
Divorce & Widowhood ServicesTax & Accounting Services
Our in-house Certified Public Accountant and his team provide the following services:
Review of Cost Basis
Review of Realized Gains/Losses
Carry-Forward Losses
Personal & Business Tax Preparation
FSAs and HSAs
Deductions and Tax Credits
Potential Roth IRA Conversions
Tax Loss Harvesting
Accounting Services
Self-Employed Tax StrategiesLegal & Estate Services
Our in-house counsel and his team provide the following services:
Estate Planning
Health Care Proxy
Wills and Living Wills
Guardians for Minor Children
Asset Protection Analysis
Charitable Giving
Philanthropy
Powers of Attorney
Probate
Business PlanningRisk Management, Insurance & Real Estate Services
Our in-house insurance and mortgage specialists and their teams provide the following services:
Policy Reviews
Life Insurance
Long-Term Care Insurance
Disability Insurance
Home Buying and Selling
Homeowners and Renter’s Insurance
General Liability Coverage
Health Insurance
Mortgage Review & Refinancing
Lines of CreditOther Professional Services
We've built a unique network of qualified professionals in the following areas:
Resume Writing
Medicare Specialist
New Car Buying Services
College Planning Services -
Phone and Map available
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- 301 SE Main Street
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- 200 NE Missouri Rd # 200
Lee's Summit
MO
64086 -
Phone and Map available
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- 200 NE Missouri Rd # 200
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- 18 NE Bayview Dr
Lee's Summit
MO
64064 -
Phone and Map available
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- 18 NE Bayview Dr
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- 200 NW Executive Way
Lee's Summit
MO
64063 -
Phone and Map available
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- 200 NW Executive Way
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James Chouteau, Bankers Life Securities Financial Representative
- 100 NE Tudor Rd
Ste 103
Lee's Summit
MO
64086 -
Phone and Map available
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- 100 NE Tudor Rd
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James Chouteau, Bankers Life Securities Financial Representative
- 100 NE Tudor Rd
Ste 103
Lees Summit
MO
64086Call Today
- Products and Services
featured financial products
featured financial products
Brokerage Services
As a Financial Representative through Bankers Life Securities, Inc., I provide investment options including variable annuities, mutual funds, and equity and fixed income securities.
Url: https://www.bankerslife.com/bankers-life-securities/ -
Phone and Map available
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- 100 NE Tudor Rd
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- 405 SW Waterfall Ct
Lee's Summit
MO
64081Free Financial Planning Consultation!
- Bios
Bios
Clint Haynes
Clint Haynes is a Certified Financial Planner® and Founder of NextGen Wealth. He’s been in the financial services industry since 2001 working for both large wirehouses to regional firms to now owning his own financial planning practice.
Clint mainly serves Generation X and those close to retirement with an emphasis on truly comprehensive financial planning. As Clint says “We strive to serve those individuals who want and need a real financial plan for their future.”
Certifications: Certified Financial Planner
Url: https://www.nextgen-wealth.com/our-team -
Phone and Map available
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- 405 SW Waterfall Ct