3 Best Financial Services in Overland Park, KS

“Waterfront is a registered investment advisory and financial planning firm. Their financial experts believe that managing wealth is not just about growing assets but also about maximizing the quality of life for their clients. They help you navigate through the different stages of your life. Their team's knowledge and long-term experience with planning and markets have served families for 10, 20, and 30+ years. They utilize tools that give them the flexibility to identify their clients' short and long-term financial goals individually. They design customized plans that help direct them to save and invest intelligently today so they don't outlive their investments. They are confident that, with their personalized process and dedicated team members, they will have the solutions to help you reach your goals. The company also provides services for unique families across the United States.”

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“Affinity Asset Management is led by Mark Roberts, the owner and president of the firm. The team believes that having a solid blueprint or design in place is essential before focusing on the finer details, like wall colours and carpeting when it comes to financial planning. They work on your blueprint and help you design a strategy to meet your goals and expectations. As an independent financial advisory firm, the team can offer many options that clients might not otherwise have. Affinity Asset Management represents more than one company, which means more product choices for you. They design a strategy and seek the products best suited for your goals. The team has learned that the fastest way to help you create a workable plan is to focus on smart retirement tax strategies, not aggressive investment selection.”

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“Creative Planning, LLC is led by Clay Baker, the managing director and partner of the firm. He holds a bachelor's degree in Finance from Arizona State University and graduated from Barrett Honors College. Clay Baker received a leadership certificate from Washington University and executive coaching from Right Management. He is a Certified Financial Planner professional as designated by the Certified Financial Planner Board of Standards. At Creative Planning, they're structured to provide comprehensive, customized advice. They look at every detail of your wealth to help ensure your complete financial picture is working as hard as possible for you, every day, year in and year out. They can handle their clients' needs, from advice to implementation, in almost any area of their financial life. They 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.”

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