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Find Retirement Planners for Retirement Planning in Kansas

While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and can seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:

1. Is it the right time to retire?

2. Will I be able to lead a decent lifestyle with my current savings?

3. How much money should I withdraw from my investments so that I have enough money left in my account?

4. How to handle my 401k rollover and IRA?

A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.

Among the top retirement financial planners in Kansas, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.

List of Qualified Retirement Planners in Kansas

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Brandon Gehle

Edward Jones

12701 Metcalf Ave Ste 101

Overland Park, KS 66213

913-402-6745

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James Claiborne

Financial Partners Group

10925 Antioch Road
Suite 100

Overland Park, KS 66210

913-948-9489

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Timothy Walla

Walla Street Wealth Management, Inc.

8102 West 131st Court, Suite 1000

Overland Park, KS 66213

913-543-3836

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Alex Petrovic

Petrovic Financial Services

4200 Somerset Dr
Suite 217

Prairie Village, KS 66208

913-385-5523

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Joe Harrish

Prime Capital Investment Advisors

6201 College Boulevard
7th Floor

Overland Park, KS 66211

913-491-6226

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Dylan Wilkinson

Edelman Financial Engines, LLC

22308 Midland Drive

Shawnee, KS 66226

913-276-6018

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John Killoy

Edelman Financial Engines, LLC

11095 Metcalf Avenue

Overland Park, KS 66210

913-312-1713

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Jay Steinbock

Summit Pointe Financial Group.

10965 Granda Lane
Suite 106

Shawnee Mission, KS 66211

913-339-6982

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Steven Cox

Providence Financial Advisors, LLC

6900 College Blvd. Suite 440

Overland Park, KS 66211

913-323-0535

List of Additional Retirement Planners in Kansas*

* Additional advisor listing is provided in partnership with Yext

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AMICUS Wealth Partners

923 Westport Place
Suite 230

Manhattan, KS 66502
785-587-9033

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Austin W Gates - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5268

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Baxter & Associates, Inc.

2103 North Collective Lane

Wichita, KS 67206
316-652-0101

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Edward Jones - Financial Advisor: Matt Barton

10311 E Stonegate Ln
Suite B

Wichita, KS 67206
316-636-4646

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Leawood, KS Branch Office - UBS Financial Services Inc.

11150 Overbrook Road
Suite 300

Leawood, KS 66211
913-345-3200

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First Command Financial Advisor - Curt Ross

417 S 2nd Street
Ste D-101

Leavenworth, KS 66048
913-651-6820

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Morgan Stanley

1429 Oread West
Suite 100

Lawrence, KS 66049
785-749-1111

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Edward Jones - Financial Advisor: Scott Stewart

3000 E 9th Ave

Winfield, KS 67156
620-402-6741

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Bryce Flaming - UBS Financial Services Inc.

1635 N Waterfront Parkway Blvd
Suite 250

Wichita, KS 67206
316-612-6525

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Allstate Personal Financial Representative: Eric Claspill

6730 SW 29th St
Ste A

Topeka, KS 66614
785-383-4083

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Christopher M Chadick - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5239

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Cary L Morris - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-630-4414

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Allstate Personal Financial Representative: Michael Poppe

10930 W 74th Ter

Shawnee, KS 66203
913-515-2555

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Gregory S Brown - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-383-8304

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First Command Financial Advisor - David McFadden

9415 E Harry St
Suite 208

Wichita, KS 67207
316-686-4895

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Robert Ralston - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-630-4407

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Andrew H. Sigler - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5228

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Paul R Attwater - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-630-4402

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Modern Horizons Wealth Advisors

1900 West 47th Place
Suite 320

Westwood, KS 66205
816-548-4155

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R. Marshall Douthat - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5231

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Cordell Wealth Management

7570 West 21st Street North
Suite 1050A

Wichita, KS 67205
316-943-6169

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Reinert Wealth Management

3639 SW Summerfield Dr.
Suite B

Topeka, KS 66614
785-272-3900

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Family Wealth Management

106 West 9th Avenue

Winfield, KS 67156
620-221-2853

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Korol Financial Group

10333 East 21st Street North
Suite 203

Wichita, KS 67206
316-789-0321

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Morgan Stanley Financial Advisors

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-383-8300

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Douglas R. Peete & Associates

4551 West 107th Street
Suite 220

Overland Park, KS 66207
913-663-4015

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Mark Ralston - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-383-8303

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Nathan Ralston - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-383-8333

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Nova R Wealth

6711 W 121st Street
Suite 105

Overland Park, KS 66209
913-225-9201

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Russ Schneemeyer - UBS Financial Services Inc.

One Hallbrook Place, Suite 300
11150 Overbrook Road

Leawood, KS 66211
913-345-3273

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LaMont Chandler - CFG Wealth Management, Inc

5200 West 94th Terrace
111

Prairie Village, KS 66207
913-660-0258

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Jay M. Steinbock, RFC

10540 Marty Street
Suite 110

Overland Park, KS 66212
913-339-6982

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First Command Financial Advisor - Dan Lawrence

417 S 2nd Street
Ste D-101

Leavenworth, KS 66048
913-651-6820

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First Command Financial Advisor - John Grace

1121 Hudson Avenue
Suite B

Manhattan, KS 66503
785-537-0497

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First Command Financial Advisor - Greg Rader

417 S 2nd Street
Ste D-101

Leavenworth, KS 66048
913-651-6820

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FKC Financial Group

10740 Nall Avenue
Suite 200

Overland Park, KS 66211
913-600-1650

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Heritage Financial Solutions, LLC

707 3rd Avenue
Suite B

Dodge City, KS 67801
620-471-2020

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Saltzman Insurance & Financial Services

209 E Kansas St

Glen Elder, KS 67446
785-820-1860

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Feldmeyer Financial

832 Pennsylvania Street
Suite 1010

Lawrence, KS 66044
785-840-4423

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Retirement Resources, Inc

10551 Barkley Street
Suite 104

Overland Park, KS 66212
913-387-0117

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Cohen Financial Services

10955 Lowell Avenue
Suite 900

Overland Park, KS 66210
913-338-2577

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ChangePath Advisors

7400 W 130th St.
Suite #130

Overland Park, KS 66213
913-322-2202

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Tall Oaks Advisors

7211 West 98th Terrace
Suite 140

Overland Park, KS 66212
913-735-4246

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Voya Financial Advisors

8621 E. 21st N
Ste. 110

Wichita, KS 67206
316-358-2100

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Strategic Partners, Inc.

1603 Crawford Avenue

Parsons, KS 67357
620-421-6221

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Brown Flaming Wealth Management Group - UBS Financial Services Inc.

1635 N Waterfront Parkway Blvd
Suite 250

Wichita, KS 67206
316-612-6513

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Prism Financial Group

7101 College Boulevard
Suite 900

Overland Park, KS 66210
913-345-1444

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ETA Financial Services

2850 SW Mission Woods Drive
Suite 101

Topeka, KS 66614
785-290-0009

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Prosperity Advisors

10955 Lowell Avenue
Suite 900

Overland Park, KS 66210
913-451-4501

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Jernigan Financial Group, Inc

5846 West 21st Street North
Suite 300

Wichita, KS 67205
316-943-9333

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Preheim & Perry Financial Group, Inc.

357 North Old Highway 81

Hesston, KS 67062
620-327-2999

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Meyers Wealth Management

9300 West 110th Street
Suite 420

Overland Park, KS 66210
913-663-1414

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Cornerstone Wealth Management

4400 College Boulevard
Suite 350

Overland Park, KS 66211
913-766-9924

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Kansas City Financial Services LLC

7300 West 110th Street
Suite 220

Overland Park, KS 66210
913-553-6928

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Financial Education and Design

8027 West 115th Street
Suite 100

Overland Park, KS 66210
913-449-4804

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Trey J. Springer

433 S. Kansas Avenue

Topeka, KS 66603
785-414-3608

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Windward Private Wealth Management

10955 Lowell Ave
#410

Overland Park, KS 66210
913-381-7411

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First Command Financial Advisor - Dan Seemann

1121 Hudson Avenue
Suite B

Manhattan, KS 66503
785-537-0497

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First Command Financial Advisor - Randy Dorf

417 S 2nd Street
Ste D-101

Leavenworth, KS 66048
913-651-6820

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First Command Financial Advisor - Susan Jennaway

417 S 2nd Street
Ste D-101

Leavenworth, KS 66048
913-651-6820

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First Command Financial Advisor - George Harris

417 S 2nd Street
Ste D-101

Leavenworth, KS 66048
913-651-6820

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Allstate Personal Financial Representative: Daniel Jack

10011 W 21st St N
Ste 107

Wichita, KS 67205
316-616-5960

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Affinity Asset Management

13220 Metcalf Ave

Overland Park, KS 66213
913-381-4800

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Renaissance Financial

7500 College Boulevard
Suite 350

Overland Park, KS 66210
913-344-7700

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Stephanie Antrim - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5211

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Patrick Aubry - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5295

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Payne Financial Strategies, Inc.

1008 Adams Street

Lyndon, KS 66451
785-828-4578

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Hamilton Wealth Management Group - UBS Financial Services Inc.

One Hallbrook Place, Suite 300
11150 Overbrook Road

Leawood, KS 66211
913-345-3216

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Neunuebel Group - UBS Financial Services Inc.

One Hallbrook Place, Suite 300
11150 Overbrook Road

Leawood, KS 66211
913-345-3204

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First Command Financial Advisor - Matt Anderson

417 S 2nd Street
Ste D-101

Leavenworth, KS 66048
913-651-6820

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LPL Financial - Andrew R. Carro, CRPC

3122 North Cypress Drive
Suite 300

Wichita, KS 67226
316-869-0221

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Michael Underwood - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5225

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Shweta Nand Agarwal - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5210

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First Command Financial Advisor - David Lammert

1121 Hudson Avenue
Suite B

Manhattan, KS 66503
785-537-0497

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Kevin W Brown - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-630-4427

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First Command Financial Advisor - Ethan Mears

1121 Hudson Avenue
Suite B

Manhattan, KS 66503
785-537-0497

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First Command Financial Advisor - Jason Gurney

1121 Hudson Avenue
Suite B

Manhattan, KS 66503
785-537-0497

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First Command Financial Advisor - Brandon Giefer

9415 E Harry St
Suite 208

Wichita, KS 67207
316-686-4895

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First Command Financial Advisor - Dennis Edwards

417 S 2nd Street
Ste D-101

Leavenworth, KS 66048
913-651-6820

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Robert Berryhill - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5201

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Chip Weber - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5226

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David Lee Allen - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5221

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Jim Roman - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-383-8317

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Eric Burrus - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-383-8314

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Bob A Cunningham - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-630-4408

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Ryan McQueary - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5213

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Brad Morris - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5212

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Morgan Stanley Financial Advisors

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5200

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Douglas Williams - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5262

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Carra D. Sprague - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5209

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James Allen - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-383-8316

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Fortis Advisors

8080 East Central Avenue
Suite 200

Wichita, KS 67206
316-634-2222

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Allstate Personal Financial Representative: Ryan Smarr

18126 W 119th St

Olathe, KS 66061
816-699-9880

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Greg Ek - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-630-4403

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Robert C Thompson - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5202

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Jade Baker - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5234

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Cunningham Brown and Burrus Group - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-383-8300

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Robert Long - UBS Financial Services Inc.

One Hallbrook Place, Suite 300
11150 Overbrook Road

Leawood, KS 66211
913-345-3211

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First Command Financial Advisor - Alan Hargreaves

417 S 2nd Street
Ste D-101

Leavenworth, KS 66048
913-651-6820

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Allstate Personal Financial Representative: Mark Donley

3450 N Rock Rd
Ste 403

Wichita, KS 67226
316-687-9191

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First Command Financial Advisor - Bob Jorgensen

417 S 2nd Street
Ste D-101

Leavenworth, KS 66048
913-651-6820

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First Command Financial Advisor - Siobhan Rudacille

417 S 2nd Street
Ste D-101

Leavenworth, KS 66048
913-651-6820

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Best Financial Services

9401 Indian Creek Parkway
Suite 630

Overland Park, KS 66210
913-393-0399

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Richard Allan Gibbs - UBS Financial Services Inc.

One Hallbrook Place, Suite 300
11150 Overbrook Road

Leawood, KS 66211
913-345-3240

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Sheila K Davis - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5204

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Teri Salach - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5281

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First Command Financial Advisor - Jessica Culbert

9415 E Harry St
Suite 208

Wichita, KS 67207
316-686-4895

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Thomas Michael Higgins, CFP - UBS Financial Services Inc.

One Hallbrook Place, Suite 300
11150 Overbrook Road

Leawood, KS 66211
913-345-3235

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NoxNumis

8111 E 32nd St N
Suite 106

Wichita, KS 67226
316-425-0000

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Steve Warfield - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-383-8324

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Scott D. Ferguson - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5290

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Aaron Staab, Washington National Agent

513 W 15th St

Hays, KS 67601
785-623-1602

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Spike Anderson - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-383-8347

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Chris Schumm - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5223

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Jason Bailey - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-630-4401

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Barbara Brewer - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-630-4437

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Impact Wealth Planners

401 S. Main Street,
Suite 110,

Ottawa, KS 66067
785-214-6500

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Wesley L Gates - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5207

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Patrick L. Cohen - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5224

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Lisa Haffner - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-383-8308

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Dianna L. Smith - Morgan Stanley

11161 Overbrook Rd.
Ste 225

Leawood, KS 66211
913-402-5289

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Paul Baranivsky - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-383-8325

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Tyler Studebaker, Washington National Agent

10860 Jade Rd

Fredonia, KS 66736
620-205-7017

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Justin Dougan - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-630-4420

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Robert J Morris - Morgan Stanley

1617 N Waterfront Pkwy
Ste 200

Wichita, KS 67206
316-630-4488

* Additional advisor listing is provided in partnership with Yext

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Frequently Asked Questions

Why do I need a retirement planner?

A retirement planner helps you in making your retirement life run smoothly. They also help in identifying various sources of income, estimating the expenses, implementing a savings program, and helps in asset management. The major focus of a Retirement Planner is to estimate future cash flows and assets management.

How to choose a good retirement planner?

While interviewing potential retirement planners, look for someone with expertise in Tax Planning, Social Security, and Withdrawal Strategies for retirement. They need to be able to formulate a schedule and strategy that tells you how to take money out in a tax-efficient manner and they need to be able to give you practical guidance on the use of assured revenue items that can build a sense of financial security in your retirement.

What does a retirement planner do?

A Retirement Planner gives you a clear understanding of the financial assets that you are aggregating along with other resources that you have such as Pensions, Social Security, Part-time work, Home Equity, etc. In this way, they help you transform these income sources to become a future asset/regular source of income that will help you in your retirement days.

How much does a retirement planner cost?

Different Retirement planners charge differently. They may charge on an hourly basis, a quarterly or annual retainer fee, a percentage of assets that they manage for you, in the form of Commissions, a fixed fee to run a retirement plan. You should always ask the prospective retirement planner for a simple clarification of how they want to get compensated.

What questions to ask a retirement planner?

Although the questions to ask your retirement planner may differ as per your financial concerns, following are the most common things to discuss with your retirement planner

  1. Are my current savings enough to get retired?
  2. With my current savings, what will my post-retirement lifestyle look like?
  3. Should I consider making investments right before my retirement?
  4. When is the right time to pay off my mortgage-pre or post-retirement?
  5. How can I mitigate my post-retirement financial risks?

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