Best Financial Advisors in Lees Summit

Java Wealth Planning offers financial advice to clients in the Lee's Summit area. Its wealth management services include monitoring cash flow, working on taxes, and creating an investment portfolio that is in line with a client's risk tolerance and goals. Its advisors also assist with choosing insurance policies, creating an estate plan, and preparing for retirement. Founder Mike Zung is a Certified Financial Planner who worked for more than 20 years in the IT industry as a software engineer.

Kanik Financial serves individuals and businesses in Lee's Summit and the surrounding cities. This company provides a comprehensive array of financial management services, including estate, insurance, and investment planning and education funding. Its team also assists in matters involving asset allocation and tax reduction strategies. The company's website provides clients with access to various calculators that can help them in understanding their finances and making financial decisions. Mike Kanik, company president, is a Certified Financial Planner.

Martin Tax & Financial Services focuses on delivering tax-efficient planning and investing solutions in Lee's Summit. It helps in creating comprehensive plans that cover various areas like retirement, insurance, tax, and estate planning. The company's agents evaluate clients' goals and inform them about their options. They design the wealth management plans, helping clients in the implementation, and update plans as circumstances change. Mike Martin, a Registered Financial Consultant and an Accredited Tax Advisor, formed the company in 1987.

NextGen Wealth offers life and retirement planning services to clients in Lee's Summit. It works with individuals over 50 years old who are nearing retirement or have recently retired. Its advisors provide guidance in goal setting and cash flow budgeting to determine clients' priorities and develop a way for them to achieve their financial goals. They also aid in creating estate, tax, and investment plans by offering advice on managing risks. Founder Clint Haynes holds a CFP designation and is a Kansas City Financial Advisors Network member.

Summit Pointe Financial Group offers services to clients in Lees Summit. It helps individuals create a customized financial plan based on their objectives. The firm advises clients on wealth accumulation strategies such as asset management, fixed and variable annuities, mutual funds, and Roth IRAs. It also offers life, long-term care, individual health, and disability income insurance products. Craig Larsen, a financial advisor at Summit Pointe Financial Group, is a Chartered Mutual Fund Counselor and has been in the industry for over 37 years.

Wise Wealth, LLC is a full-service financial planning firm operating in Lee's Summit. It offers investment and insurance products to assist individuals with their long-term objectives of good returns and principal protection and income acquisition. The planning process begins with an initial consultation to help clients in identifying their goals and continues with education, workshops, and meetings to keep them up-to-date with the progress of their implemented strategy. The firm's founder, Stephen Stricklin, is a Certified Financial Planner and a Certified Kingdom Advisor.