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Shawnee Financial Planners

Shawnee financial planners are one of the best resources available for Kansas residents to prepare for retirement and achieve long-term financial goals. A Shawnee financial planner can offer advice on everything from how to allocate your income so you can build a strong savings account to creating a portfolio that allows you to maximize your long-term earning potential. One of the biggest mistakes Shawnee residents can make when it comes to Kansas financial planning is believing that only people of great wealth or complex assets need professional advice regarding their personal finances. This couldn't be further from the truth. Anyone in KS who hopes to retire someday can benefit from the advice of a Shawnee financial planner, which is sometimes also called a personal finance advisor.

Shawnee financial planners can offer services ranging from retirement planning to estate planning. Depending on your income, age and specific needs, you might need a combination of services. A certified advisor can explain the benefits of basic retirement accounts like 401k plans and IRAs, while also recommending how much of your income you should contribute to these accounts. You advisor can also tell you when you might want to switch to a Roth IRA or a different type of individual account. If you are self-employed or work for a nonprofit agency or government organization, a personal finance planner can help you find the right plan for you to keep you on track for retirement. As your wealth grows, your advisor can help you manage risk and make smart investment decisions to get the most out of your savings.

Benefits of Professional Advice

One of the biggest benefits of working with a Shawnee financial planner is assistance with organizing your priorities. For example, you might want to start a retirement account but have debt from college loans, credit cards, or even remodeling your kitchen. A local KS advisor can help you see the whole picture and prioritize your immediate financial needs. Many certified planners will recommend that you create a strategy to eliminate your high-interest debt before opening a retirement account since no investment can likely match the interest rate you must pay to creditors. A Shawnee financial planner can help you eliminate debt while keeping an eye on the future with consistent advice and accountability.

Personal finance planners in Shawnee can also offer advice on local investments, including whether or not you should buy a Kansas home and what Shawnee banks or credit unions are a good fit for you. Finding a  personal finance advisor can also help you budget your income to support causes that are important to you, whether it's the Shawnee Mission Park or the Wonderscope Children's Museum. Researching local financial planners online can help you find a firm in Shawnee that understands your long-term goals and can apply strategies to make the most of your assets and resources.

Choosing a Personal Finance Planner

There are several qualities that define good personal finance planners. One of the most important is accreditation as a CFP, or Certified Financial Planner. These credentials means that an advisor is licensed and regulated. CFPs must also take mandatory classes to keep their certification. Another important quality is excellent communication skills. Good planners take the time to get to know their clients and fully understand their needs. There is no one-size-fits-all solution to personal finances, making a KS advisor who can adapt to your long-term goals a very valuable resource. Another vital quality of Shawnee financial planners is trustworthiness. Look for the word "fiduciary" in your advisor's contract to find legal peace of mind that your advisor has pledged to put your interests first.

Another important factor to consider when choosing a Shawnee financial planner is your advisor's pay structure. Unless you are approaching your Kansas advisor with a large portfolio of assets, you will likely start by paying a flat hourly fee. As your portfolio grows, your options can broaden to either a commission-based structure or a fee-based structure. Most experts recommend compensating personal finance advisors with a fee-based structure, since commission-based advisors can sometimes find themselves swayed by a cut from products they offer that might not be in the best interest of their clients. Consulting your accountant or a Shawnee lawyer can help you determine which structure best fits your situation.

Shawnee financial planners can be great resources for planning your retirement, as well as managing risk in your portfolio and helping you choose smart investments. Whether your long-term goals include paying for your children's college education, traveling the world during retirement or simply creating a plan so you can retire at all, financial planners can offer continuous support and professional advice. Researching advisors online is an excellent way to find a certified professional in your area who best fits your needs.

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Financial Planners in Shawnee

James Claiborne, CFS, ChFC
James Claiborne, CFS, ChFC
9990 College Blvd.
Suite 102
Overland Park, KS 66210

Kelli Smith
Kelli Smith
11095 Metcalf Avenue
Overland Park, KS 66210

Ryan Costello
Ryan Costello
11512 W. 119th Street
Overland Park, KS 66213

Jeff Cram
Jeff Cram
22308 Midland Drive
Shawnee, KS 66226

Steven Cox, CFA
Steven Cox, CFA
6240 W 135th Street
Overland Park, KS 66223

Mark Falter
Mark Falter
7410 NW Tiffany Springs Pkwy #100
Kansas City, MO 64153

Chris Athey
Chris Athey
9203 NE 152 Highway
Kansas City, MO 64158

Kelly Smith
Kelly Smith
1317 NE Douglas Street
Lees Summit, MO 64086

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.