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Lawrence Retirement Financial Services

Browse these retirement financial services with great ratings from Thumbtack customers in Lawrence.

Top Pro
McCool Tax Services LLC CPA
5.0
from 49 reviews
  • 47 hires on Thumbtack
  • Top pro on Thumbtack
MaryJane E.
Verified review

McCool Tax Services offers reliable services and quick turnaround at a reasonable price. I felt complete confidence and trust, very important to me when dealing with tax returns. I highly recommend this company.

Top Pro
Charles Allen, CPA
4.9
from 16 reviews
  • 4 years in business
  • 21 hires on Thumbtack
  • Top pro on Thumbtack
Mark F.
Verified review

After 25 years my tax CPA retired, so I reluctantly sought out another. I selected Charles Allen at random. Charles completed my taxes in a very professional and timely manner. I found Charles to be extremely knowledgeable. He readily answered all my questions. I really appreciate the time he spent with me. Charles has earned my future business.

Lee Law LLC
4.8
from 16 reviews
  • 4 years in business
  • 35 hires on Thumbtack
Kent E.
Verified review

Myndee represented me in a complicated child support modification case. Not only does she know the family law code inside and out, but she's a tough negotiator when necessary. I had a lot of anxiety about my case, but she always put my mind at ease by explaining the process and likely outcome. I'll never use anyone else for family law needs. I've had other lawyers before in this same case and they are just in it for financial gain. Myndee is not like that - she truly wants to help you and get the best deal possible.

The ATA Group LLC
5.0
from 3 reviews
  • 10 years in business
  • 1 hire on Thumbtack
Hallie B.
Verified review

We use The ATA Group for taxes and financial planning, James is an upstanding individual who will go above and beyond to meet your needs. We appreciate the work he does for us and the recommendations. He also has an awesome network of people he can get you in contact with!

  • 90 years in business
  • 1 hire on Thumbtack
About

I bring you clarity on how everything works, and teach you how to intertwine everything that's going to be on your balance sheet. Everything that you're doing, or wondering about doing, but have questions on, I and my team of experts have already done. Why not work with someone who can give you the benefit of thinking in hindsight and clarity on how everything works?

  • New on Thumbtack
About

Pay for results not effort! We are preforming critical analyses of financial and operational information to facilitate increased profitability. The specifics include: * breakeven analysis * planned profit scenarios * make or buy decisions * fixed versus variable cost allocations and classifications Clients mostly appreciate the relevance of the analyses and the clear presentation of analyzed data.

  • 5 years in business
  • New on Thumbtack
About

My team offers a wide variety of services and expertise. With over 65 years of Financial Services experience, we collaborate to design the best solutions for our clients. Wealth accumulation and distrubution strategies is my specialty. We offerr both fee based and non-fee based solutions for our clients. Wealth accumulation management and wealth distribution is dramatically different. Understanding sequential risk, inflationary risk and longevity risk are critical to understanding and developing a plan to make sure you don't out live your savings. We utilize multiple approaches to determining the proper distribution strategies ranging from Fibonacci formulas, Monte Carlo simulations and sophisticated software modelling to provide us with a comprehensive view of how your money will provide for you during your retirement. Most importantly, we parted with our clients to truly understand your goals and work diligently to help you accomplish them.

About

TGFSi advocates for each client’s best interest by developing simplified financial solutions that aim to give clients clarity, confidence and a sense of security.

About

Serving Kansas City, MO, and the outlying areas, Len Hempen of Planners for Financial Success is offering the following services, but are not limited to: insurance, investing, retirement, estate planning and wealth preservation to help clients reach their financial goals.

  • New on Thumbtack
About

Waddell & Reed Inc. is a full-service financial firm committed to helping people pursue their financial goals. I offer a wide range of financial products and services to individuals and business owners. I believe that you will be better able to identify your goals and make sound financial decisions by utilizing our financial planning process.

About

With three locations in Overland Park, KS, St. Louis, MO, and Springfield, MO, we have helped numerous families and retiring couples achieve a happy and stress-free retirement. Our firm has a combined experience of 147 years, with experience ranging from 10 years to over 30 years. They have established creative financial plans for families, retiring couples, and working professionals. These plans have helped our clients obtain financial freedom. Moreover, each financial advisor has helped our clients plan a worry free future and retirement.

  • 14 years in business
  • New on Thumbtack
About

We are a boutique comprehensive financial planning Registered Investment Advisory firm with over 700 families and over $580 million in assets under management. Regional offices in: Overland Park, KS | St. Louis, MO | Springfield, MO Established in 2004 with 147+ years of experience between our Advisors | 15 employees | 7 Wealth Advisors Credentials – CFA, CFP®, J.D., CRPC, CRPS What we do: Planning is our business - Social Security Analysis - Pension Plans - Medicare - Insurance Planning (Healthcare, LTC, Life & - Disability) - 401(k)IRA Distribution - ESOP plans - Death of Spouse - Divorce - Estate Plan Coordination - Schwab Trust Capabilities Our purpose: To help clients plan for a complete life with trust, communication and enjoyment. Why clients Work With Us: • Clients hear from us every 30 days: a combination of e-mail, social media, event invitations, phone calls and face-to-face appointments. • We host client events (not sales events) on a regular basis - 2-4 events per year. • Our advisors work with a limited number of families. • Each plan is tailored to every client’s unique financial situation taking into account taxes, income needs and the best way to structure portfolios. Investment Philosophy: • We believe in low cost evidence based investing using DFA mutual funds, Vanguard and Schwab ETF’s. • Our average internal portfolio cost is less than 0.25% and is lower than the national average of 1%. • Technology- On-going re-balancing process and review for tolerance drift within recommended portfolio.

About

We are an insurance and financial services agency, a family of professionals dedicated to empowering our clients, manage the risks of everyday life, recover from the unexpected and realize their dreams. We seek opportunities to create innovative insurance and financial solutions, making people's lives easier. It is our business to be a good neighbor and improving the quality of life in the communities where our clients live and work. We choose to provide world-class service. We are the gold standard!

About

We can help with investing, financial advise, and wealth management.

About

We provide strategies designed to help our clients manage their assets to reach their financial goals. By working together, we strive to help them to reduce their taxes, potentially increase their net worth and protect their assets. We only recommend a course of action to our clients that we believe is appropriate for them given their unique financial situation and goals. Our clients' interest always comes first, and we are dedicated to providing the highest level of advice and service. The commitment we make to our clients is to perform our work with the best interest of the client in mind. We focus the expertise and knowledge of our team of dedicated professions for the benefit of our clients. We provide our clients with full disclosure on how we are compensated. We deliver the highest-quality service and make ourselves readily available to our clients. We focus our expertise and talent to develop strategies designed to address the needs of each client, and we are committed to serve them with integrity.

  • New on Thumbtack
About

As a financial advisor, George assists his clients in developing comprehensive personalized financial plans that effectively weigh short-term and long-term objectives. He has twenty years of experience in the financial services industry, and this experience allows him to guide clients through both good and bad times to make educated financial decisions. The real benefit is knowing they have a plan in place to help reach their financial goals in life.

About

We perform mission critical financial, accounting, operations consulting engagements, particularly for transitioning or transforming organizations.

  • New on Thumbtack
About

It is my goal to assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We're here to help educate you about the concepts of financial management.

  • New on Thumbtack
About

5 years of experience as a Financial Advisor has led me to find a simple truth, Financial success, like fitness, is simple. It is the journey that is the difficult part. A plan and accountability is how to succeed in this journey and that is what I am your trusted companion!

About

Our goal is to provide an alternative to the impersonal financial services offered by some in today's marketplace. We strive to be different by listening to the needs of our clients and future clients.

  • New on Thumbtack
About

We offer independent investment advice designed to help manage your risk, reduce your taxes and produce more income at retirement. Small by design, we deliver with dignity and discretion the direct, personalized service that has vanished from the financial services industry. Despite its mystique, financial planning is in many ways simply a return to old-fashioned values and the gracious ways business was conducted years ago. In our way of thinking, a handshake, a cup of coffee, and a good conversation will never go out of style. Come in for a second opinion. We'll make it worth the investment of your time.

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