What are some popular services for retirement planning?

A retirement planner in Overland Park, KS can provide a wide range of retirement planning services to help individuals prepare for their golden years. These services may include investment advice, tax planning, estate planning, and more. One specific aspect of retirement planning in Overland Park, KS is the consideration of the city's unique tax laws and regulations. With a complex tax system that includes both state and local taxes, it is important for retirees to work with a knowledgeable planner who can help them navigate the intricacies of the tax code. Additionally, Overland Park, KS is home to a diverse population of retirees, from those who have spent their entire careers in the area to those who have recently relocated for retirement. A retirement planner can help individuals of all backgrounds create a customized plan that meets their unique needs and goals.

What are people saying about retirement planning services in Overland Park, KS?

Overland Park, Kansas is the ultimate destination for anyone looking to secure a retirement planner. This city boasts a plethora of financial experts who are well-versed in the intricacies of retirement planning. The city's financial professionals are known for their burstiness and complexity, providing clients with comprehensive and tailored financial plans that cater to their unique needs. Overland Park is home to some of the most experienced retirement planners in the country, who have helped countless retirees achieve financial security and independence. With a strong focus on retirement planning, Overland Park's financial professionals are equipped with the knowledge and expertise to guide clients through the complex and ever-changing financial landscape. Whether you're looking to invest in stocks, bonds, or mutual funds, Overland Park's retirement planners have the skills and experience to help you make informed decisions and achieve your financial goals.

What does a retirement planner do?

A retirement planner in Overland Park, KS is a financial professional who helps individuals and couples plan for their golden years. They work with clients to create a comprehensive retirement plan that includes budgeting, investing, and estate planning. Overland Park, KS is a vibrant city with a thriving economy, making it an ideal place for retirees to settle down. Retirement planners in this area must be knowledgeable about the local real estate market, tax laws, and investment opportunities. They help clients navigate the complexities of retirement planning, including Social Security benefits, Medicare, and long-term care insurance. With their expertise, they ensure that their clients are financially secure and able to enjoy their retirement years to the fullest.

When should you get a retirement planner?

Overland Park, KS residents should consider reaching out to a retirement planner when they are approaching their golden years. With the city's median age being 37.6 years old, it's important for residents to plan ahead for their retirement years. A retirement planner can assist in creating a comprehensive plan that takes into account factors such as social security, pensions, and investments. Additionally, with the city's population increasing by 8.5% since 2010, it's crucial for residents to have a solid financial plan in place to ensure a comfortable retirement. A retirement planner can help navigate the complexities of retirement planning, including tax implications and estate planning. By seeking the guidance of a retirement planner, Overland Park residents can rest assured that their financial future is secure.

How do I choose the right retirement planner?

A skilled retirement planner in Overland Park, KS must possess a multitude of important qualities to ensure their clients are well-prepared for their golden years. Firstly, they should possess a deep understanding of the complex financial landscape, including tax laws, investment strategies, and long-term care options. Additionally, they should be able to communicate these concepts in a clear and concise manner to their clients. Furthermore, given the diverse population of Overland Park, KS, a retirement planner should be able to cater to the unique needs of each individual, whether they are a business owner, a single parent, or a retiree looking to travel the world. Lastly, with the city's booming economy, a retirement planner should be able to adapt to the ever-changing financial climate and stay up-to-date with the latest trends and developments in the industry.

What are the best retirement plan providers in Overland Park, KS?

Overland Park, KS is home to several top retirement plan providers, each offering unique features and benefits to their clients. One such provider is American Century Investments, which has been serving investors for over 60 years. With a focus on sustainable investing and a commitment to social responsibility, American Century Investments offers a variety of retirement plans, including 401(k)s and IRAs, designed to help clients achieve their financial goals. Another top provider in Overland Park is Waddell & Reed, which has been providing investment solutions for over 80 years. Known for their personalized approach to retirement planning, Waddell & Reed offers a range of retirement plans, including annuities and mutual funds, to help clients build a secure financial future. Overall, Overland Park's retirement plan providers offer a wealth of options for those looking to plan for their golden years in a city known for its vibrant community and strong economy.

How do retirement planners get paid?

Retirement planners in Overland Park, KS are compensated in a variety of ways. Some receive a commission on the financial products they sell, while others charge a fee for their services. In Overland Park specifically, many planners are fee-only, meaning they do not receive any commissions and are compensated solely by their clients. This type of compensation structure ensures that the planner's recommendations are unbiased and in the best interest of the client. Additionally, some retirement planners in Overland Park specialize in certain areas, such as tax planning or estate planning, and may charge a separate fee for those services. It is important for individuals to carefully consider a retirement planner's compensation structure before choosing to work with them to ensure transparency and alignment of interests.

Find the Best Retirement Planning Services in Overland Park, KS

Get Help with Planning for Retirement

List of Firms

Top Retirement Planners in Overland Park, KS

Beacon Wealth Advisory

5 out of 5

7381 W 133rd St Suite 200, Overland Park, KS 66213, USA

(800) 994-8993

Directions

TIAA Financial Services

3 out of 5

7101 College Blvd Suite 350, Overland Park, KS 66210, USA

(866) 842-8604

https://locations.tiaa.org/ks/overland-park/7101-college-blvd?tc_mcid=bn_yextglocal_0618

Directions

Clarity Retirement Advisers, LLC

7300 W 110th St #700, Overland Park, KS 66210, USA

(913) 674-5350

http://www.clarity123.net/

Directions

Financial Designs Inc

11225 College Blvd #300, Overland Park, KS 66210, USA

(913) 451-4747

http://financialdesignsinc.com/

Directions

Full Focus Financial Group

10800 Farley St, Overland Park, KS 66210, USA

(913) 624-1700

http://afullfocus.com/about-us

Directions

Financial Planning Consultants

6240 W 135th St # 200, Overland Park, KS 66223, USA

(913) 491-5225

Directions

Retirement Resources Inc

10551 Barkley St #104, Overland Park, KS 66212, USA

(913) 387-0117

http://retirementresourcesinc.com/

Directions

Nexus Financial Group

7300 W 110th St #700, Overland Park, KS 66210, USA

(913) 416-5954

http://nexusfg.com/

Directions

VALIC

SEC File# 801-54952

CRD# 42803

3 out of 5

13220 Metcalf Ave #360, Overland Park, KS 66213, USA

(913) 402-5000

Directions

Retirement Planning in Overland Park, KS

About Overland Park, KS for Those Planning to Retire

Overland Park, KS, located in the heart of the Kansas City metropolitan area, is a bustling city with a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the iconic Overland Park Arboretum and Botanical Gardens, to the state-of-the-art Sprint World Headquarters, this city has something for everyone. Major highways such as I-35, I-435, and US-69 connect Overland Park to neighboring cities and states, while streets like Metcalf Avenue and 119th Street offer easy access to shopping and dining options. The city is divided into several neighborhoods, each with its own unique charm and character, such as the historic downtown district and the upscale neighborhoods of Mission Hills and Leawood. Overland Park is home to a diverse range of top employers, including healthcare giants like Saint Luke's Health System and Menorah Medical Center, tech companies like Netsmart and Black & Veatch, and retail giants like Walmart and Target.

Nearby Locations

Douglas County, KS Fairway, KS Great Bend, KS Johnson County, KS Lawrence, KS Leavenworth County, KS Leawood, KS Lenexa, KS

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Overland Park, KS can benefit from a bank in numerous ways. Firstly, a bank can offer financial services such as savings accounts, checking accounts, and loans to help residents manage their money and plan for their future. Additionally, banks can provide investment opportunities to help residents grow their wealth. In a city like Overland Park, where the cost of living is relatively high, having access to these financial services can be crucial for many residents. Moreover, banks can offer specialized services such as business banking and mortgage lending to help residents start or expand their businesses and purchase homes. With its thriving economy and growing population, Overland Park presents numerous opportunities for residents to invest and build their wealth. By partnering with a bank, residents can take advantage of these opportunities and secure their financial future.

Insurance Broker

Residents of Overland Park, KS can benefit from the services of an insurance broker in a plethora of ways. For instance, an insurance broker can help them navigate the complex world of insurance policies, ensuring that they get the best coverage for their unique needs. In Overland Park, KS, where the population is rapidly growing, an insurance broker can help residents find affordable health insurance policies that cover the cost of medical treatments and procedures. Additionally, an insurance broker can help residents protect their homes and properties from natural disasters such as tornadoes, which are quite common in the area. With an insurance broker's assistance, residents can find policies that cover the cost of repairs or replacements in case of any damages caused by natural calamities. In summary, an insurance broker can help residents of Overland Park, KS find the right insurance policies to protect their families, homes, and businesses.

Wealth Management

Residents of Overland Park, KS could benefit greatly from the expertise of a wealth manager. With its thriving economy and growing population, the city offers a wealth of opportunities for investment and financial growth. However, navigating the complex world of finance can be daunting for many individuals, especially those without a background in the field. A skilled wealth manager can provide guidance and support in a variety of areas, including retirement planning, tax optimization, and estate planning. Furthermore, they can help residents take advantage of unique opportunities specific to the area, such as investing in the booming local real estate market or taking advantage of tax incentives for small business owners. Overall, a wealth manager can help residents of Overland Park, KS achieve their financial goals and secure their financial future in a rapidly changing economic landscape.

Financial Advisor

Residents of Overland Park, KS could benefit from the expertise of a financial advisor in a variety of ways. For instance, with the city being home to several major corporations, a financial advisor could help residents navigate the complexities of employee stock options and retirement plans. Additionally, with the cost of living in Overland Park being higher than the national average, a financial advisor could assist residents in creating and sticking to a budget that allows them to live comfortably while also saving for the future. Furthermore, the city's proximity to Kansas City makes it an ideal location for those looking to invest in real estate, and a financial advisor could provide guidance on how to make sound investment decisions in this market. Overall, the services of a financial advisor could prove invaluable to residents of Overland Park, helping them to achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Overland Park, KS can benefit greatly from the services of a mortgage loan officer. These professionals can help locals navigate the complex world of mortgages, ensuring that they secure the best possible terms for their home loans. One specific way that Overland Park residents can benefit from a mortgage loan officer is by taking advantage of the city's strong real estate market. As one of the fastest-growing cities in the Midwest, Overland Park has seen a surge in demand for housing in recent years. A mortgage loan officer can help residents capitalize on this trend by providing expert guidance on everything from pre-approval to closing, ensuring that they can secure the home of their dreams in this thriving community. With their bursty and complex approach, mortgage loan officers can help Overland Park residents navigate the complexities of the mortgage process with ease and confidence.

Tax Services

Residents of Overland Park, KS can benefit greatly from the services of a tax advisor. With the city's growing population and bustling economy, tax laws and regulations can be complex and overwhelming for many individuals. A tax advisor can provide guidance on tax planning and preparation, ensuring that residents are maximizing their deductions and minimizing their tax liabilities. Additionally, a tax advisor can assist with tax audits and appeals, which can be particularly helpful in a city like Overland Park, where businesses and individuals may face increased scrutiny from the IRS due to the area's high income and property values. Overall, a tax advisor can provide invaluable support to residents of Overland Park, helping them navigate the complexities of the tax code and achieve financial success.

Estate Planning Lawyer

Residents of Overland Park, KS can benefit greatly from the services of an estate planning lawyer. While estate planning is important for everyone, it is especially crucial for those living in Overland Park due to the city's high median household income and significant population growth. An estate planning lawyer can assist residents in creating a comprehensive plan to protect their assets and ensure their wishes are carried out after their passing. This may include drafting a will, establishing a trust, and designating beneficiaries for retirement accounts and life insurance policies. Additionally, an estate planning lawyer can help residents navigate the complex tax laws and regulations in Kansas and ensure their estate plan is in compliance. With the help of an estate planning lawyer, residents of Overland Park can have peace of mind knowing their legacy is protected and their loved ones are taken care of.

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