About Simple wealth planning
Simple Wealth Planning: Your Trusted Partner in Financial Planning and Wealth Management
Are you a 6-figure earner who wants to take control of your finances? Do you want to secure your financial future and achieve your long-term goals? If so, Simple Wealth Planning is here to help.
Simple Wealth Planning is a fiduciary, wealth management, and financial planning firm based in the Kansas City area. Our founder, Andy Flattery, CFP®, has over 20 years of experience in the financial industry and is dedicated to helping clients achieve their financial objectives.
At Simple Wealth Planning, we believe that everyone deserves access to high-quality financial advice. That's why we offer personalized services tailored to meet each client's unique needs. Whether you're just starting out or are already well on your way towards achieving your goals, our team can help you create a comprehensive plan that will guide you towards success.
Our Services
We offer a wide range of services designed to help our clients achieve their financial objectives. These include:
1. Fiduciary Services - As a fiduciary firm, we always put our clients' interests first. We are committed to providing unbiased advice that is solely focused on helping our clients achieve their goals.
2. Investment Management - We use a disciplined investment approach that is designed to maximize returns while minimizing risk.
3. Retirement Planning - We can help you create a retirement plan that takes into account all of your income sources and expenses so that you can enjoy the retirement lifestyle you've always dreamed of.
4. Tax Planning - Our team can work with your tax professional or provide tax planning services ourselves so that you can minimize taxes now and in the future.
5. Estate Planning - We'll work with an estate attorney or provide estate planning services ourselves so that your assets are distributed according to your wishes after death while minimizing taxes for heirs.
6. Insurance Analysis - We'll review all types of insurance policies to ensure that you have the right coverage at the right price.
Our Process
At Simple Wealth Planning, we believe that financial planning is a process, not an event. That's why we take a comprehensive approach to financial planning that includes:
1. Discovery - We'll get to know you and your unique situation so that we can understand your goals and objectives.
2. Analysis - We'll analyze your current financial situation and identify any gaps or areas of concern.
3. Strategy - We'll develop a customized plan designed to help you achieve your goals while minimizing risk.
4. Implementation - We'll work with you to implement the plan and make any necessary adjustments along the way.
5. Monitoring - We'll monitor your progress towards achieving your goals and make any necessary changes as needed.
Why Choose Simple Wealth Planning?
There are many reasons why clients choose Simple Wealth Planning for their financial planning needs, including:
1. Experience - Our founder has over 20 years of experience in the industry, giving us a deep understanding of all aspects of financial planning.
2. Personalized Service - We offer personalized services tailored to meet each client's unique needs so that they can achieve their specific goals.
3. Fiduciary Responsibility - As a fiduciary firm, we always put our clients' interests first, ensuring unbiased advice focused solely on helping them achieve their objectives.
4. Comprehensive Approach - Our comprehensive approach ensures that all aspects of our clients' finances are taken into account when creating their plans for success.
5. Commitment to Education – Our team is committed to educating our clients about finance so they can make informed decisions about their money now and in the future
Conclusion
If you're ready to take control of your finances and secure your future, contact Simple Wealth Planning today! Our team is dedicated to helping 6-figure earners get convicted about their finances by providing personalized services tailored specifically for them!
simplewealthkc.com