3 Best Financial Services in Overland Park, KS

MOKAN Wealth Management has been a great pre-retirement move for us! Kyle has grown our wealth beyond our expectation during the two and a half years we have been clients! His education and preparation for retirement has led us to soon enter this new stage with confidence in our understanding of how to live fully, enjoy the fruits of the years of labor. Kyle has a great team- always very responsive to requests and questions. We recommend Kyle Hammerschmidt and MOKAN Wealth Management as a 5 Star Retirement Planning Course and Financial Planning and Investment Manager. Paula & Larry Hollenbeck.

Kyle is an amazing financial advisor. His retirement strategies are innovative, thoughtful, and always in my best interest. He consistently shares insights and information that go beyond the diversified pie charts you get from most advisors, showing how much he truly cares about the wellbeing of his clients. On top of that, he’s friendly, responsive, and incredibly knowledgeable. I feel confident knowing my financial future is in such capable hands. Kyle's the best.

Kyle is really good. He listens well; he understands our goals for retirement and has helped us to set our course. We have a much better plan now that we have been working with him for the last two and a half years.

Occasionally one will find a service that is a perfect fit for their needs. This is my experience with Waterfront Advisors. Upon retirement in 2019, I like most thought heavily about my retirement portfolio and how was I going to sustain my current lifestyle. From the very first time I walked through their doors, I realized I was in the right place. Their professionalism and dedication to my needs was "spot on." Initially realizing my investment strategies were different from what my wife was thinking, made us realize we needed to find common ground. Our advisor not only found that common ground for us, he set forth a path that would provide the cash on hand we would need with common sense investments that protected us from coming up short in the future. The peace of mind provided to us by Waterfront Advisors is tantamount in this very volatile investment world. I highly recommend Waterfront Advisors for your investment strategies.

I believe Waterfront has many special sauces in their cupboard. The staff are universally kind and helpful. I love the Envision Plan which helps me understand the array of data points that affect my retirement decisions. I especially appreciate my advisor, Jacob Lynch. After having my funds under management at Waterfront for a year and a half and being a year away from retirement, I had a lot of “what if” questions. Jacob sat down with me for an extended period of time and ran through all the scenarios I was considering. I gained a great deal of clarity and peace from Jacob’s thoughtful analysis. I’m very happy to funds and my future under Waterfront’s careful guidance.

Waterfront has been exactly what my family needed to get our investments aligned and back on track for retirement. They treat us like family and their approach lets us know they value our retirement goals just as much as we do. This team has my strongest recommendation.