The Lee's Summit, MO, team of financial advisors is ready to help guide your financial future. Founded in 1997, Wealth Enhancement Group is a nationwide network of independent financial advisors focused on delivering personalized financial plans. Clients from over 50,000 households have access to a range of services, including retirement planning, wealth management, tax strategies, risk management, estate planning, and... Read More about Wealth Enhancement Group

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... Read More about Kelli Smith

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through an expansive range of services, we work with clients at every stage, helping them control their financial future. We are dedicated to fostering meaningful growth for our clients. Our fiduciary advisors work collectively to deliver personalized wealth... Read More about Focus Partners

As a Financial Advisor with Bankers Life Advisory Services, Inc. in Lees Summit, MO, I provide personalized wealth management and retirement planning strategies designed to help you achieve your financial goals. I offer guidance on investment planning, retirement income and education funding in addition to health, life and annuity insurance needs. Whether you're managing a financial transition or preserving assets,... Read More about Karl Sullivan, Bankers Life Securities Financial Representative

As a Financial Representative with Bankers Life Securities, Inc. in Lees Summit, MO, I provide investment options including variable annuities, mutual funds, and equity and fixed income securities. I offer guidance on retirement income and education funding in addition to health, life and annuity insurance needs to help you achieve your financial goals. Whether you're managing a financial transition or... Read More about James Chouteau, Bankers Life Securities Financial Representative

As a Financial Advisor with Bankers Life Advisory Services, Inc. in Lees Summit, MO, I provide personalized wealth management and retirement planning strategies designed to help you achieve your financial goals. I offer guidance on investment planning, retirement income and education funding in addition to health, life and annuity insurance needs. Whether you're managing a financial transition or preserving assets,... Read More about Lakisha Lewis, Bankers Life Securities Financial Representative

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course.The Edelman Financial Engines office in Lee’s Summit – open by appointment only – is here for you, serving the eastern region of the Kansas City metro area, including Lee's Summit, Independence and Blue Springs.... Read More about Edelman Financial Engines

Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As a Financial Advisor with Southern Financial Advisors, a financial advisory practice of Ameriprise Financial Services, LLC, serving clients in the Lees Summit, MO area, Jeff Akright will take the time... Read More about Jeff Akright - Financial Advisor, Ameriprise Financial Services, LLC

Insight Wealth, LLC is an independent team of Eversource Wealth Advisors, LLC, a registered investment advisor. We assist couples and individuals to develop retirement planning strategies. Led by Samantha Compton, our process emphasizes education and communication, particularly for those approaching or in retirement. We utilize a comprehensive framework addressing income planning, investment considerations, tax planning, insurance, estate planning, and other... Read More about Insight Wealth

At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, and more.... Read More about Modern Wealth Management

Dating back to 1879, Bankers Life provides a broad selection of life and health insurance products designed for Americans who are near or in retirement. With 230 offices, our 4,500 insurance agents/producers live and work in their local communities. Our agents take the time to get to know you, listen to your needs and values, and are dedicated to helping... Read More about Theresa Chouteau, Bankers Life Securities Financial Representative

Andy is a client advisor with Arvest Wealth Management. He assists clients in the Greater Kansas City area with investment advice, retirement planning, risk management and other areas of personal financial planning. He works closely with trusts and portfolio managers to service the needs of his clients to help them meet their financial goals. Since 2012, Andy has worked in... Read More about Andrew Goos

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... Read More about Kelli Smith - Edelman Financial Engines