Business Hours
M-F 8:30am-5pm, Sa-Su Closed
Services
Registered Investment Advisors (RIA), Financial Advice, Financial Planning, Retirement Planning, Investment Management
Kelli Smith Verified by Yext
Listed In: Financial Planning Consultants, Investment Services Firms
I became a planner because I want people to have clarity and peace of mind around their money. With a mix of logical thinking and empathy, I help build financial plans that can give them those things. I’m also passionate about helping my kids reach their academic and athletic goals and guiding them… I became a planner because I want people to have clarity and peace of mind around their money. With a mix of logical thinking and empathy, I help build financial plans that can give them those things. I’m also passionate about helping my kids reach their academic and athletic goals and guiding them into adulthood. In my spare time, I make sure to recharge at home. But I also stay active, whether it’s hiking in the mountains, traveling, or attending concerts and sporting events. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients. Read more
Kelli Smith
210 SW Market Street, Lee's Summit, MO
210 SW Market Street, Lee's Summit, MO
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