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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
To choose a plan, it’s important to ask yourself four key questions.
Five phases to changing unhealthy behaviors.
There are things about Social Security that might surprise you.
Here are 5 reason why you may consider working through retirement.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you should be saving for college.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Here are five facts about Social Security that might surprise you.
Do you have causes that you want to support with donations? Here are three tips.
How does your ideal retirement differ from reality, and what can we do to better align the two?
There’s an alarming difference between perception and reality for current and future retirees.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.