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Find Retirement Planners for Retirement Planning in Kansas City, Missouri

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding you the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registrations check. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

List of Qualified Retirement Planners in Kansas City, Missouri

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Edward Taylor

The Jamison Edward Group

601 NE 70th Street #101

Kansas City,MO 64118

816-429-5055

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John Killoy

Edelman Financial Engines, LLC

9203 NE 152 Highway

Kansas City,MO 64158

913-312-1713

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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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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

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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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John Killoy

Edelman Financial Engines, LLC

11095 Metcalf Avenue

Overland Park,KS 66210

913-312-1713

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Brandon Gehle

Edward Jones

12701 Metcalf Ave Ste 101

Overland Park,KS 66213

913-402-6745

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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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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

1317 NE Douglas Street

Lees Summit,MO 64086

913-312-1713

No Advisor found

* Additional advisor listing is provided in partnership with Yext

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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