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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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Jay Steinbock

Summit Pointe Financial Group.

10965 Granda Lane
Suite 106

Shawnee Mission,KS 66211
(913) 3396982

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Steven Cox, CFA

Providence Financial Advisors, LLC

6900 College Blvd. Suite 440

Overland Park,KS 66211
(913) 3230535

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Marc Wilborn, FSA

Wilborn Advisors

6800 College Boulevard Suite 630

Overland Park,KS 66211
(913) 8279957

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Douglas C. Black CFP® Founder

Larson Financial Services Inc.

4501 College Boulevard Suite 260

Leawood,KS 66211
(913) 4282233

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John Killoy

Edelman Financial Engines, LLC

11095 Metcalf Avenue

Overland Park,KS 66210
(913) 3382323

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James Claiborne, CFS, ChFC

Financial Partners Group

10925 Antioch Road
Suite 100

Overland Park,KS 66210
(913) 9489489

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Gerald Steffes, CPA/PFS, CFP®, AIF®

Steffes Financial, Ltd.

8655 College Boulevard

Overland Park,KS 66210
(913) 7221111

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Christopher Stakley, CFP®, MBA, AIF®

Steffes Financial Ltd

8655 College Blvd

Overland Park,KS 66210
(913) 7221111

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Timothy Walla, CFP®, NSSA®

Walla Street Wealth Management, Inc.

8102 West 131st Court, Suite 1000

Overland Park,KS 66213
(913) 5433836

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John Killoy

Edelman Financial Engines, LLC

1317 NE Douglas Street

Lees Summit,MO 64086
(816) 3470200

List of Additional Retirement Planners in Kansas City, Missouri*

* Additional advisor listing is provided in partnership with YEXT

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David Sims - Ameriprise Financial Services, LLC

5901 NW 63rd Ter
Ste 130

Kansas City, MO 64151
8169979780

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Amanda Johnson - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
8169327886

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Brad Welch - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
8169327643

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Archie P Kangethe - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
8169327810

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Andrew M Saunders - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
8169327899

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Ward, Fuller & Associates - Ameriprise Financial Services, LLC

5901 NW 63rd Ter
Ste 130

Kansas City, MO 64151
8167419100

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Benjamin J Panos - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
8169327609

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Jerry K Fuller - Ameriprise Financial Services, LLC

5901 NW 63rd Ter
Ste 130

Kansas City, MO 64151
8169979780

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Eric Vospette - Ameriprise Financial Services, LLC

4435 Main St
Ste 500

Kansas City, MO 64111
8164485009

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Joseph De Largy - Ameriprise Financial Services, LLC

4435 Main St
Ste 500

Kansas City, MO 64111
8169312223

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Eli Ward - Ameriprise Financial Services, LLC

5901 NW 63rd Ter
Ste 130

Kansas City, MO 64151
8167419100

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SP+ Parking

1008 Baltimore Ave

Kansas City, MO 64105
8164710843

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Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
8169327800

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William J. Brewster Jr. - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
8169327819

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The Brewster Group - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
8169327819

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The Saunders Group - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
8169327899

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Kyle R Hummer - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
8169327882

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James Allen - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
8169327871

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Joseph P Bauer - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
8169327862

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Westin Weeast - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
8169327851

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Reliant Financial Services Inc.

1600 Genessee
Suite #961

Kansas City, MO 64102
8164600401

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Patrick Roth - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
8169327860

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Justin McCandless - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
8169327805

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John L Solomon - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
8169327834

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John Ludwig - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
8169328749

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James Swope - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
8169328708

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Shaun M Flanigan - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
8169327691

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Christopher W Briley - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
8169327642

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Jeff Angold - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
8169328754

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Thomas C Riordan - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
8169327802

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Gordon H Hamilton III - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
8169327856

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Robert Gauer - Morgan Stanley

4520 Main St. 8th
Fl

Kansas City, MO 64111
8169328721

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Steve Hargrave - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
8169327858

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Miles Gill - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
8169327887

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Harrison P Hill - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
8169327827

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The Perry Acuff Group - Morgan Stanley

4520 Main St
8th Fl

Kansas City, MO 64111
8169328700

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Edward Jones - Financial Advisor: Scott M Sheldon

4151 N Mulberry Dr
Ste 206

Kansas City, MO 64116
8165849600

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Edward Jones - Financial Advisor: Alessandra Graber

601 E 63rd St
Suite 420

Kansas City, MO 64110
8163334226

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Jason Bailey - Ameriprise Financial Services, LLC

4435 Main St
Ste 500

Kansas City, MO 64111
9132392514

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Milton (Skip) Luce - Ameriprise Financial Services, LLC

4435 Main St
Ste 500

Kansas City, MO 64111
8169315658

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Cathy Wear - Ameriprise Financial Services, LLC

4435 Main St
Ste 500

Kansas City, MO 64111
8169312223

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Idonna Bragg - Ameriprise Financial Services, LLC

4435 Main St
Ste 500

Kansas City, MO 64111
8164485012

* 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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