Consultant Hours
  • Mon - Fri: 5:00 AM - 9:00 PM PT
  • Sat - Sun: 5:00 AM - 5:30 PM PT

Kansas City Financial Advisors

Planning for retirement can prove exhausting, especially for seniors unsure of what exactly they need their plans to include. Working with a financial advisor, in this case, would save lots of strife, as you can heed the advice of a trusted professional. Plenty of financial advisors in Kansas City are ready and willing to assist seniors with their retirement and financial planning needs.

Planning to Work With a Financial Advisor

Do not think that because you have never worked with a financial advisor before, you cannot do so now. There is never a wrong time to start working with a professional who can help you invest your money. You want to find a professional who will guide you on all financial decisions and ensure you have the necessary funds in the future for health care, rental payments, medication, and anything else you may need to pay.

Finding the Ideal Advisor for You

The ideal advisor for you is not going to be the same as the model consultant for someone else. Take the time to search through the various databases available until you find a financial planner who meets your specifications. The Better Business Bureau and the CFP Board are two websites to try when starting your search.

Use the CFP Board to find certified professionals in your city. With their names on the list, you can be sure the state approved the financial advisors on the site, and they can legally offer you services. You can sort the names from A to Z or choose to find those companies able to assist individuals with the minimum amount of investable assets. The lowest price for many businesses typically gets set at $100,000, while others have no minimum whatsoever.

The Greater Kansas City Better Business Bureau offers a complete directory on financial planning consultations in the Kansas City area. Places like Buttonwood Financial Group, Sprouse Financial Group, CFG Wealth Investments, and Global Plains Advisory Group top the list.

Hand-Selecting Your Advisor

Hand-selecting your advisor means looking at all possibilities in your area and selecting the best one based on your requirements. You are not going to choose the same planner as a senior as someone in a younger generation would. You want a professional who can handle retirement planning, estate planning, and long-term care. He should be fully prepared to help you plan your financial future so you can save for your medical costs and living arrangements, and determine who will take over your estate once you are unable to do so. Many financial advisors work closely with your estate lawyer to ensure all aspects get properly considered.

You may want to work with a financial planner who only handles high priority clients. You might need a consultant who does not require a minimum asset investment, as you have little money to start out with in the beginning. The specifications get set by you so you can be sure you receive the best advisor possible for the job.

Learn more about Kansas City Retirement Planning here:

How Much Does It Cost to Retire in Kansas City, MO?

What's the Cost of Living in Kansas City, MO?

Kansas City Elder Law Attorneys

Kansas City Senior Realtors

Kansas City Senior Movers and Downsizers

Kansas City Neighborhood Guide

Live Like a Local in Kansas City

Kansas City Demographics and Lifestyle

Find assisted living in Kansas City near you.