Retirement Planning in Leawood, KS

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Top Retirement Planners in Leawood, KS

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Legacy Financial Strategies, LLC
Location 11300 Tomahawk Creek Pkwy #190, Leawood, KS 66211, USA
Phone (913) 403-0600
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Financial Avenues LLC
Location 4701 College Blvd #103, Leawood, KS 66211, USA
Phone (913) 735-7283
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Windsor Financial Group, Inc
Location 4701 College Blvd #212, Leawood, KS 66211, USA
Phone (913) 451-8100
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Chad Davis - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 4200 W 115th St Ste 200, Leawood, KS 66211, USA
Phone (913) 239-2572
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Heartland Investment Advisors
Location 7015 College Blvd # 750, Leawood, KS 66211, USA
Phone (913) 469-8228
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Burks Investment Group
Location 4001 W 114th St Suite 200, Leawood, KS 66211, USA
Phone (913) 451-3500
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Prevail Innovative Wealth Strategies
5 out of 5
Location 4745 W 136th St, Leawood, KS 66224, USA
Phone (913) 295-9500
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Metcalf Partners Wealth Management
Location 6800 College Blvd Ste. 320, Overland Park, KS 66211, USA
Phone (913) 214-3728
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The Sabaugh Group - UBS Financial Services Inc.
Location One Hallbrook Place, 11150 Overbrook Rd Suite 300, Leawood, KS 66211, USA
Phone (913) 345-3270
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Harrison Capital Management
Location 11111 Nall Ave Suite 202, Leawood, KS 66211, USA
Phone (913) 827-4588
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Integrated Wealth Advisory Services
Location 4400 W 109th St, Leawood, KS 66211, USA
Phone (913) 491-4908
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Client One Securities, LLC
Location 11460 Tomahawk Creek Pkwy Suite 100, Leawood, KS 66211, USA
Phone (913) 814-6097
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The Retirement Planning Group
5 out of 5
Location 4811 W 136th St, Leawood, KS 66224, USA
Phone (913) 498-8898
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Commerce Trust Company
4 out of 5
Location 11405 Nall Ave, Leawood, KS 66211, USA
Phone (816) 234-1916
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The Ferguson Smith Cohen Group - Morgan Stanley
Location 11161 Overbrook Rd Ste 225, Leawood, KS 66211, USA
Phone (913) 402-5200
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Doug Royle - Financial Advisor, Ameriprise Financial Services, LLC
Location 4200 W 115th St Ste 200, Leawood, KS 66211, USA
Phone (913) 905-1177
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The Salzman Zimmerman Group
Location 4001 W 114th St Suite 200, Leawood, KS 66211, USA
Phone (913) 451-3551
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Summit Financial Kansas City
Location 4901 W 136th St, Leawood, KS 66224, USA
Phone (913) 888-7777
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Benjamin F. Edwards
Location 5250 W 116th Pl Ste 320, Leawood, KS 66211, USA
Phone (855) 953-1400
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Bob Goodwin - RBC Wealth Management Financial Advisor
Location 4001 W 114th St Suite 200, Leawood, KS 66211, USA
Phone (913) 451-3547
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Total Asset Management - UBS Financial Services Inc.
Location One Hallbrook Place, 11150 Overbrook Rd Suite 300, Leawood, KS 66211, USA
Phone (913) 345-3241
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Retirement Planning in Leawood, KS

About Leawood, KS for Those Planning to Retire

Leawood, KS is a vibrant city located in Johnson County, Kansas, with an array of landmarks and top employers. The city is conveniently located near major highways and streets, making it easily accessible to residents and visitors alike. Leawood boasts several neighborhoods that offer a variety of housing options to suit every lifestyle. One of the most notable landmarks in Leawood is the Town Center Plaza, a premier shopping destination that features high-end retailers, restaurants, and entertainment options. The Ironwoods Park is another popular attraction, offering hiking trails, a fishing lake, and picnic areas for families and outdoor enthusiasts. Leawood is home to several top employers, including the University of Kansas Medical Center, Sprint Corporation, and Cerner Corporation. These companies provide job opportunities for residents and contribute to the city's economic growth. Major highways and streets that run through Leawood include Interstate 435, US Highway 69, and State Line Road.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Leawood, KS residents can benefit from a bank in several ways. Firstly, a bank can provide financial assistance to residents who are looking to invest in local businesses. This is particularly important in Leawood, KS, where the business community is thriving and constantly expanding. Secondly, a bank can help residents manage their finances more effectively by offering a range of financial products and services, such as savings accounts, credit cards, and loans. This is especially helpful for residents who are looking to save for their future or make large purchases, such as a home or car. Additionally, a bank can offer personalized financial advice to residents, taking into account their unique financial situation and goals. This can be especially helpful for residents who are looking to plan for their retirement or save for their children's education. Overall, a bank can be an invaluable resource for Leawood, KS residents, helping them to achieve their financial goals and build a secure financial future.

Insurance Broker

Residents of Leawood, KS can benefit from the services of an insurance broker in numerous ways. One of the most common ways is by assisting them in finding the right insurance policies that meet their unique needs. Leawood, KS is a city with a thriving economy and a high standard of living, which means that residents may have different insurance requirements compared to those in other areas. An insurance broker can help them navigate the complexities of insurance policies, such as liability coverage, property and casualty insurance, and health insurance. They can also provide guidance on the insurance requirements for businesses and individuals in Leawood, KS, which can be quite complex. With an insurance broker's help, residents can make informed decisions about their insurance coverage and get the most out of their policies.

Wealth Management

Residents of Leawood, KS can benefit from the services of a wealth manager in several ways. One of the most common ways is through investment planning, which involves creating a well-diversified portfolio of stocks, bonds, and other assets tailored to their specific needs and goals. This can be particularly important for Leawood residents, as the city is known for its high cost of living and affluent population. A skilled wealth manager can help residents navigate the complex world of investing and make informed decisions about where to allocate their resources. Additionally, wealth managers can provide advice on tax planning, estate planning, and other financial matters, helping Leawood residents to protect and grow their wealth over time. With the right guidance, residents of Leawood can achieve their financial goals and secure a comfortable future for themselves and their families.

Financial Advisor

Residents of Leawood, KS could benefit from the expertise of a financial advisor in a number of ways. One specific challenge that residents of Leawood face is managing the high cost of living in this affluent community. A financial advisor could help residents create a budget that takes into account the high cost of housing, transportation, and other expenses in Leawood. They could also offer advice on how to save for retirement, invest in the stock market, and manage debt. Additionally, a financial advisor could help residents navigate the complex tax laws that apply to high earners in Leawood. With their knowledge and expertise, a financial advisor could help Leawood residents achieve their financial goals and secure their financial future in this competitive community.

Mortgage Loan Officer

Residents of Leawood, KS can benefit greatly from the services of a mortgage loan officer. One specific way in which they can be helped is by securing a loan to purchase a home in one of the city's many affluent neighborhoods. Leawood is known for its high-end real estate market, with a median home value of $525,000. A mortgage loan officer can assist residents in navigating the complex process of obtaining a mortgage, including finding the best interest rates and loan terms to fit their unique financial situation. Additionally, they can provide guidance on the various loan programs available, such as FHA, VA, and USDA loans, which may be particularly beneficial to first-time homebuyers or those with lower income. With the help of a mortgage loan officer, residents of Leawood can achieve their dream of homeownership in one of the most desirable communities in the Kansas City area.

Tax Services

Residents of Leawood, KS can greatly benefit from the expertise of a tax advisor. With the city's high median household income and property values, tax planning and preparation can be complex and overwhelming. A tax advisor can provide guidance on deductions and credits that are specific to the area, such as the Kansas Homestead Property Tax Refund and the Kansas Low Income Energy Assistance Program. Additionally, Leawood has a significant number of small business owners who can benefit from a tax advisor's knowledge of business tax laws and strategies for minimizing taxes. A tax advisor can also assist with estate planning and gift tax issues, which can be particularly important for the many affluent families in Leawood. Overall, a tax advisor can help residents of Leawood navigate the intricacies of the tax code and make informed decisions that can save them money and reduce their tax burden.

Estate Planning Lawyer

Residents of Leawood, KS can benefit from the assistance of an estate planning lawyer in various ways. One specific aspect of Leawood, KS that an estate planning lawyer can address is the high median household income of $145,000. With such a high income, residents may have more complex financial situations that require specialized estate planning, such as setting up trusts, creating charitable giving plans, and minimizing tax liabilities. Additionally, an estate planning lawyer can help residents ensure that their assets are protected and distributed according to their wishes, whether it be through drafting a will or establishing power of attorney. In the event of incapacitation or death, an estate planning lawyer can also guide family members through the probate process, which can be especially complex in Kansas. Overall, an estate planning lawyer can provide invaluable assistance to residents of Leawood, KS in navigating the complexities of their financial and legal affairs.

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