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.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Do your insurance needs stay the same when the nest empties?
One way to find money is to examine your current spending habits and eliminate money wasters.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Is your estate in order? This short quiz may help you assess your overall strategy.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you should be saving for college.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
When markets shift, experienced investors stick to their strategy.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If you died, what would happen to your email archives, social profiles and online accounts?