Leawood, KS Financial Advisor Office

We are financial architects. We help our clients blueprint their business and estate plans. We build customized strategies for business owners, physicians and executive professionals. Our firm is focused on helping successful individuals get the most life out of their wealth. We aim to create confidence and clarity through consistency in planning action.Visit my website

Expertise: Financial Planning, Investment Strategies, Life Insurance Planning, Long Term Care Planning, Retirement Planning, Wealth Management, Retirement Income Planning, Education Funding, Disability Income Planning, Business Risk Management, Business Succession Planning, Business Continuation Planning, Employee and Executive Benefits Planning

Languages: English

Location: Kansas City MO, 64108

CLU®, ChFC®, RICP®

Expertise: Financial Planning, Wealth Management

Languages: English

Location: Leawood KS, 66211

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Michael Benward Visit my website

Languages: English

Location: Kansas City MO, 64108

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Thane Bernbeck

CFP®

My passion rests within helping others help themselves. Together we will take a peek into saving, investing and planning for your future.Visit my website

Expertise: Financial Planning, Wealth Management, Investment Strategies, Retirement Planning, Retirement Income Planning, Disability Income Planning, Life Insurance Planning, Long Term Care Planning, Private Client Services, Estate Planning

Languages: English

Location: Topeka KS, 66614

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John Black

CFP®, CLU®, ChFC®, CASL®

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Expertise: Fee-Based Financial Planning, Retirement Planning, Estate Planning, Trust Services, Private Client Services, Wealth Management, Retirement Income Planning, Education Funding, Life Insurance Planning, Disability Income Planning, Long Term Care Planning, Investment Strategies

Languages: English

Location: Leawood KS, 66211

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Dillon BlainI aim to be a strategic partner who can help you achieve your goals. The best part of my job is working closely with individuals, families and business owners to develop plans that provide structure to their financial lives. After developing an understanding of who you are and what you want, we will work together to provide a clear vision for your future.Visit my website

Expertise: Business Continuation Planning, Financial Planning, Investment Strategies, Life Insurance Planning, Retirement Planning, Wealth Management

Languages: English

Location: Leawood KS, 66211

CFP®

Expertise: Financial Planning, Life Insurance Planning, Investment Strategies, Retirement Planning

Languages: English

Location: Leawood KS, 66211

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Olga Calvo TergolinoAs a financial advisor, my mission is to help people find peace of mind and financial security. I believe planning should be a positive and empowering experience, and I'm here to make it approachable and tailored just for you. Together, we will work through any questions and create a clear path towards your goals. Let's turn your dreams into plans!Visit my website

Expertise: Retirement Planning, Long Term Care Planning, Life Insurance Planning, Financial Planning, Education Funding, Disability Income Planning, Business Valuation Planning, Business Succession Planning, Business Risk Management

Languages: English, Italian, Portuguese

Location: Leawood KS, 66211

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