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.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
In the face of divorce, making changes to insurance coverage may be overlooked.
Knowing the rules may help you decide when to start benefits.
Understanding the types of extended care services—and what those services could cost—may be critical.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How does your ideal retirement differ from reality, and what can we do to better align the two?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Explaining the SECURE Act and how the changes affect your retirement strategy.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Investors seeking world investments can choose between global and international funds. What's the difference?
All about how missing the best market days (or the worst!) might affect your portfolio.