Creative Planning, LLC takes a comprehensive planning approach, allowing them to design a portfolio especially suited to your financial situation. The firm's unique financial planning-led approach considers income, tax bracket, retirement goals, estate plans, and current assets to create a holistic strategy completely customized for you. The team comprises estate planning and insurance specialists. They can handle their client's needs, from advice to implementation, in almost any area of their financial life. They combine their personalized approach to portfolio construction with experienced and credentialed advisors in tax, insurance, estate planning, and more. As a result, creative Planning, LLC can get a holistic way of managing your wealth, giving strategic investment guidance in response to changes to your situation, income tax, or estate tax laws.
Best Financial Services in Overland Park
Handpicked Top 3 Financial Services in Overland Park, Kansas. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence.
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CREATIVE PLANNING, LLC REVIEWS
We have had the pleasure of working with Mike Harvey at Creative Planning. Mike is a true professional and someone that I have grown to trust & respect to do what is right for my family. The entire Creative staff is friendly and knowledgeable of our needs. You cannot go wrong with choosing Creative Planning to guide you in your financial future.
I have been with Creative Planning for over 5 months and so far I'm extremely impressed. They have changed my financial plan from great, under my guidance, to outstanding. I believe they are very fine people who have your best interests at heart.
Very thorough in presenting financial information. Spends quality time and will review in depth. Fantastic interpersonal skills.
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Affinity Asset Management is a financial planner in Overland Park, Kansas. They aim to provide its clients with the highest quality investment and planning services. They help their clients to create stability and security through financial independence. The firm takes a distinctly unique approach to investment management and financial planning focused on creating potentially tax-free investments and effective income distribution in retirement. Affinity Asset Management's attention to critical tax strategies helps their clients to prepare to have some money tax-free at retirement. They are protecting more of what they have earned for a lifetime. Their unique approach has earned them the ultimate compliment clients can give. They help their clients clarify their financial goals and determine realistic plans to achieve them.
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AFFINITY ASSET MANAGEMENT REVIEWS
I knew I would need professional financial advice for the future for my daughter to inherit with the best possible help. Recently I have found the most reliable investment company founder of Affinity Asset Management, Mr. Mark Roberts. I now know the years of investment knowledge and experienced staff of exceptional professionals that my mission is complete for my daughter Ciana. I solidly recommend to my friends and to their families to talk together with Mark for their children's future too....
The team at Affinity Asset Management is extremely professional. I have worked with them for years and find the entire staff to be trustworthy, friendly, and reliable. They take their jobs very seriously and are highly committed to the needs, goals, and success of every client. I recommend them with the highest of confidence!
If you want to put your money in a great financial investment group Affinity Asset management is that group. They have great financial minds always there to answer questions and with good advice. Great group of people.
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Waterfront is one of the best Financial planners in Overland Park, Kansas.? They have been providing the best financial services to their clients ?Since 1988. Their experience teams have an understanding and long-term experience with planning and markets. Their mission is to improve the quality of life for their clients by providing sound fiduciary guidance based on their individual needs and goals. They strive to be a caring, trusting partner that enables you to achieve financial freedom. Waterfront is confident that with their personalized process, combined with their dedicated team members. they will have the solutions to help you reach your goals. They also provide services for unique families across the United States.
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WATERFRONT REVIEWS
I have nothing but great things to say about working with Waterfront. Jonathan has been extremely communicative and upfront about everything. He’s helped me navigate specific problems, made strategic moves to make me more money, and gone out of his way to make sure that my experience has been remarkable. Highly recommend anyone who needs help managing their assets to shoot Jonathan an email today.
Being introduced to Waterfront Advisors has been a blessing for our family! Pam is amazing to work with. She set us on a better path for our finances and our retirement. Pam is very knowledgeable and puts us at ease with something that could be stressful. We highly recommend the Waterfront staff! The entire team has been incredible to work with.
Pam is great! I had accounts all over the place and her team handled the transfers seamlessly. I got frequent updates throughout the process and she was always available for questions. Highly recommend for everyone and especially for those new into the financial advising world or those trying to figure out where to start.
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