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.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
In the face of divorce, making changes to insurance coverage may be overlooked.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Marriage changes everything, including your insurance needs.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
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
There are a number of ways to withdraw money from a qualified retirement plan.
The market is as unpredictable as the weather. We’d love to help you prepare.
If you died, what would happen to your email archives, social profiles and online accounts?
Pundits say a lot of things about the markets. Let's see if you can keep up.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
How do the markets usually react to elections? Was the 2016 election any different?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.