Plan For The Future With A Local Financial Advisor – Kansas City
What is the number one question families in Kansas City ask a financial advisor when it comes to financial planning: Where do I start? Many individuals and families feel as if planning their financial future is too complicated and intimidating. This is especially true when it comes to the financial services industry. This leaves many people stuck with paralysis as they determine whether they want to seek help or do it themselves. When they finally do take action, they find frustrations and intimidation from financial planning firms or become overwhelmed by trying to do it themselves.
However, as part of the Kansas City community, the financial advisors at The Retirement Planning Group know what matters most to families in the area. We strive to take the complexity out and simplify the entire process. We do this through building a comprehensive plan, and by constantly maintaining the knowledge acquired from the most current financial market news.
Moreover, we focus on your family’s total financial picture, taking into account wealth-building, education saving, retirement, health care finances, and dream fulfillment. No matter where you are in life and what your goals are, it’s difficult to accomplish it without first doing the proper planning.
Family Financial Planning Made Simple With The Help of Financials Advisors In Kansas City
Our team of certified financial planners in Kansas City can help individuals and families accomplish financial goals with the proper planning. We understand the entire complex process of a comprehensive financial plan – from building wealth and dealing with taxes to getting to retirement. It’s an entire comprehensive financial plan that takes you from budgeting and income all the way through retirement.
To us, this is more than just asset and investment management, which is just one aspect of what we do as a fiduciary. We work with families and individuals to create and maintain comprehensive financial plans that work to keep them on the right track towards their goals.
Start Your Journey With Financial Planners In Kansas City
As you start your financial planning journey, it’s important to look for a financial advisor in the Kansas City area, who is a part of the community and understands what matters most to families. Furthermore, it’s important to understand that several aspects go into a plan. These steps must be considered if you want to set yourself up for a worry-free financial future. We will help take your financial dream to reality – from wealth-building to retirement.
1. Discover Your Dreams and Financial Goals
In this step, you take a look at the life you have imagined for yourself. Where do you want to be in five years? 10 years? Retirement? Then, together as a team, we determine financial goals that are realistic and reachable.
2. Look at Your Total Financial Picture
After determining goals, we’ll take a comprehensive look at your total financial picture. We’ll look at your current income, your budget and expenses, your assets, debt, and anything else that impacts yourself and your family financially.
3. Create A Realistic Financial Plan Blueprint
Only after discovering your dreams and goals and looking at your finances can we then create, as a team, your financial plan blueprint. This is how we’ll get you from today to the retirement of your dreams.
4. Organize Your Finances
Then, we’ll sit down together to organize your finances so that everything is in one place, easily accessible, and makes sense to you and your family.
5. Manage Your Assets
Finally, we’ll turn our focus to your assets. We’ll manage your portfolio, help you make informed investment decisions, and ensure that your dreams can be reached in retirement.
Contact our branch in the Kansas City area to start your journey and build your financial foundation today.