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Browse these retirement planning services with great ratings from Thumbtack customers in Lees Summit.
McCool Tax services completed our taxes less than a week and was very efficient and professional. The service saved us time and money with good attention of understanding the deductions. McCool service also provided some good advice for preparing for next year. Highly recommend this service.
What a work experience! When you hire Darlis to write or draft you a business plan or other work related to accounting, I guarantee you will be 100% satisfied. She listens , understand your needs and illustrate it in a business plan model that will blow your mind out. She does the work with professionalism and great researches tools a hands. In overall , I still work with her because this is the type of people that we need in our workforce.
My tax preparer just passed away in March and I have been lost trying to figure out what to do and who to find as a new preparer. I had no leads so I interviewed three off your site. I just met with Chris at Bellwether Tax and Accounting today and left my taxes with him. He appeared to be very professional, he has 18 years experience at preparing taxes. He is reasonable with his fees and he has quoted a two week turn around on preparing 2013 thru 2015 for myself and my brother. I do not know the outcome of this experience yet but he instilled confidence in me that everything is going to be fine. I came home with peace of mind that all of my taxes are going to be caught up very soon and this is a lot of stress off my shoulders. He also has a very nice wife and son. His son even carried my tax box to my car for me. At this point, I think I have a new tax preparer for years to come.
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.
Tracy did my personal and business taxes last year. I plan on her doing my taxes again this year.
Sophie Mueller is an absolute dream to work with! Not only does she have some amazing ideas, she's also very open to other ideas while staying within requested budget. She decorated a cupcake table for my wedding and it was more than I could ever ask for. It was SO nice because I gave her a budget, colors, and the theme of the wedding and she ran with it. As a bride planning a wedding, it was nice having Sophie on the team because I knew the cupcake table was going to be done perfectly. She was SUPER friendly and always had a smile on her face. I would recommend Sophie to anyone who is looking for decoration/event planning ideas. Thanks again for making my big day even more special Sophie!
There are many things that I could say about James and the work he has done for my wife and myself. My wife and I tried to handle our taxes the last year using one of those online programs and it was difficult and confusing for us. With James and his system, it has been really helpful. He is there to answer all the questions you may have. James has been extremely helpful with explaining things for making them easy to understand. Another great aspect of the ATA Group is that not only with taxes but James has answered and helped us understand some different aspects of financial planning and we are considering with moving forward with James for his trustworthiness, care, and ease of understanding from the work we have already seen from him when we are ready to begin our financial planning walk! Thank you, James, at the ATA Group!
Cinda was very professional and was not only able to help with my very complex taxes due to multiple work locations, but also with great advice on future tax planning. I later decided to buy a house and she was instrumental in making sure I had all my paperwork in order, especially given how painful the mortgage process has gotten. She also offers strategic tax planning services, which I fully intend to use. It was a further drive than I expected but was well worth it since she saved me a ton of time, money, and aggravation that I normally have during tax time.
Sidney did an excellent job doing our 2015 business and personal tax returns. His knowledge and expertise helped us better plan for the up coming tax year.
Looking for a retirement advisor who is knowledgeable, personable, and reliable? Choose this service provider now. This pro offers standard and early retirement planning solutions for various clients.
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.
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.
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.
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.
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.
My work is helping families release the stress of debt, while simultaneously building wealth for their future. I provide full-service financial planning and am an endorsed investment provider for Dave Ramsey.
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.
Are you planning for retirement? Then let the pros of this company help you. This certified team provides customized wealth management services to various types of clients.
Consider hiring these retirement financial planners who focus on putting clients' satisfaction above profits. They also do bookkeeping, payroll processing and tax preparation work.
Are you in need of retirement planners who are trained to do the job that you require? Hire this reputable enterprise. These professionals are also registered investment advisers.
Searching for a company that offers financial retirement planning services in Liberty? You're in good hands with this business. They have 20 years of industry experience.
Get sound retirement advice from this company's advisors today. Their retirement planning strategies are designed to help clients manage their assets to reach their goals.
Searching for experts who offer early retirement planning services? This company is a perfect choice. Their professionals are easy to work with.
We provide high-level business and finance consulting, web development and content development, as well as Excel and Proforma creations.