Financial Advisors Lee’s Summit, MO

Financial Planning – Wealth Management – Retirement Planning – Investment Management

Start By Working With A Trusted Financial Advisor Servicing Lee’s Summit, MO

Our team of independent advisors servicing Lee’s Summit, MO have the knowledge and experience to help you achieve your personal goals. We provide Financial Advice near Lee’s Summit at our headquarters, and we have been providing service for clients surrounding Baldwin City, Gardner, Kansas City, Lake Quivira  Lawrence, Leawood, Lenexa, Merriam, Mission, Mission Hills, Mission Woods, Olathe, Overland Park, Prairie Village, Roeland Park, Shawnee, Stilwell, Topeka, Westwood, Wichita.

Financial Advisors servicing Lee’s Summit Specialize in:

  • Focusing on investments, pensions, social security, tax, and estate planning for Lee’s Summit residents.
  • From active portfolios to mutual funds, IRAs, 401ks and more.
  • Come tax season, these advisors are in your corner, navigating the tax code with ease.
  • Your long-term partner, helping you through every stage of your finances from the moment you meet all the way through your retirement.

Find a Lee’s Summit, MO Financial Advisor Near You

Learn more about our Kansas City office and schedule your free consultation today!

How much does a Financial Advisor cost in Lee’s Summit?

Understanding How Financial Advisors Are Compensated

When searching for a Lee’s Summit, MO financial advisor, it is also highly imperative to know how this professional is being compensated. Keep in mind that there are many different ways that a financial advisor can be paid. So, take the time to figure out if the financial advisor is charging an hourly fee, asset-based fee, or being paid based on commission.

An asset-based firm and financial advisor is the recommended and safest way to go. When a Lee’s Summit financial advisor is paid based on commission, they may not always have the client’s best interest at heart. They are salespeople first and foremost, selling you services that you may or may not need. Having the wrong financial products and services can both drain your finances and keep you from reaching your dreams. However, an asset-based advisor will always have the client’s best interest in mind when laying out a financial plan. Their number one goal is to make sure you, the client, achieve financial peace. Their goals are your goals. Your concerns are their concerns. You are the priority, not selling a product to make a commission.

These are just a few of the many ways on how to locate a financial advisor servicing Lee’s Summit. Once you find a good financial advisor, take full advantage of the services they offer.

If you are in need of a financial advisor now or in the near future, contact The Retirement Planning Group today to schedule an appointment with one of their professionals.

Learn more about our locations to find one of our Financial Advisors near you in Lee’s Summit!

Ready to get started?

Our firm has been helping families and individuals take control of their financial future for over 20 years.

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