Broker Check

8012 NW 76th Terrace
Kansas City, MO 64152-4425

Planners for Financial Success, Len Hempen

816-741-2858

 
Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

Tax and Investment Services for Individuals and Business Owners

At Planners for Financial Success, we understand how overwhelming it can be to navigate the world of financial planning and investing. Without trusted guidance and easy-to-understand advice, it’s hard to feel confident about your financial future. We seek to address this concern by serving as a trusted resource and making our clients feel comfortable with their investments.

We are an independently managed financial services firm assisting individuals and small business owners in all stages of life, from starting their careers to building a family to transitioning into retirement. We also specialize in investment advice and tax services.

Wherever our clients are in life, we can help them create a roadmap designed to connect today’s reality with tomorrow’s dreams. Our top priority is to serve our clients first, last, and always. As an independently managed firm, we always align our recommendations with our client’s goals and are extremely transparent with our communication. We believe our clients appreciate the value we offer and our emphasis on educating them about their financial futures.

Based in Kansas City, Missouri, we work with individuals, families, and small business owners in the local area, as well as throughout the country. We invite you to contact us today to learn more about how working with a skilled professional can help you pursue your financial goals. 

Helpful Content

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Is a SEP-IRA Right for Your Business?

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

 

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

4 Reasons for the Return of Market Volatility

Why have the markets been so volatile recently?

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

View all articles arrow

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

Emerging Market Opportunities

What are your options for investing in emerging markets?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

When Special Care Is Needed: The Special Needs Trust

A special needs trust helps care for a special needs child when you’re gone.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

View all videos arrow