Broker Check

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

Planners for Financial Success, Len Hempen



What We Do

We believe our interdisciplinary approach adds a broader perspective to all that we do and allows us to offer a myriad of services under a single roof. By relying on a team of professionals working together to address multiple needs, we seek to help young investors, families and small business owners cohesively integrate their strategies and address their specific areas of concern. These services include: 

Wealth Management

We strive to develop a portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

  • Asset Allocation
  • Stocks
  • Bonds
  • Exchange Traded Funds (ETFs)
  • Covered Call Writing
  • Mutual Funds
  • Government Securities
  • Brokerage Accounts
  • Alternative Investments
  • Variable Annuities

Financial Planning Strategies

A financial roadmap can help you chart a course between where you are today and where you want to be tomorrow. We can assist with:

  • Retirement Planning
  • Income Planning
  • College Planning
  • Estate Planning
  • Cash Flow Analysis

Tax Planning Strategies

Taxes are an unavoidable expense in our lives, which is why it can be beneficial to work with an experienced tax professional. We can assist with:

  • Minimizing tax liability
  • Estate tax issues
  • Reducing taxable income
  • Deduction planning
  • Investment tax planning

Services for Businesses

You’ve worked hard to grow your business, which is why it is of utmost importance to plan for the future and create an investment plan that will protect it. This may include services such as:

  • Plan benchmarking
  • Plan participant education
  • Tax services
  • Corporate retirement plans

We walk our clients through a step-by-step process that will help them feel confident in their investment decisions. Once we work as a team to establish your financial and personal goals, we will perform extensive research to develop an appropriate strategy to suit your visions. We then help you execute your financial plan and work with you through changes in the future.