Financial Planning Association of Greater Kansas City - Topeka, Kansas

Financial Planning Association of Greater Kansas City

For individuals and families seeking comprehensive financial planning guidance, the Financial Planning Association of Greater Kansas City (FPAKC) stands as a trusted resource. Located at 825 S Kansas Ave STE 500, Topeka, KS 66612, United States, this organization offers personalized strategies to help clients achieve their long-term financial goals. With a dedicated team of professionals, FPAKC focuses on delivering tailored solutions that address a wide range of financial needs, from retirement planning and investment management to estate planning and tax optimization. They are committed to providing objective advice and fostering strong, lasting relationships with their clients.

About the Financial Planning Association of Greater Kansas City

The FPAKC is a chapter of the Financial Planning Association, a national organization dedicated to advancing the profession of financial planning. As a chapter, they serve the greater Kansas City metropolitan area, providing access to experienced financial planners and educational resources. Their core mission revolves around promoting the importance of financial planning as a cornerstone of a secure financial future. They actively engage in community outreach programs, offering workshops and seminars to educate the public on various financial topics. The chapter’s commitment to ethical standards and continuing education ensures that their advisors remain at the forefront of industry best practices.

Services Offered

FPAKC advisors specialize in a broad spectrum of financial planning services, including:

• Retirement Planning: Developing strategies to ensure a comfortable and secure retirement, encompassing savings, investment, and income planning.
• Investment Management: Creating and managing diversified investment portfolios aligned with client risk tolerance and financial objectives.
• Estate Planning: Assisting clients in planning for the transfer of assets and minimizing estate taxes.
• Tax Planning: Identifying tax-efficient strategies to minimize tax liabilities and maximize after-tax returns.
• Education Planning: Helping families plan and save for their children’s education expenses.
• Insurance Planning: Evaluating insurance needs and recommending appropriate coverage to protect against financial risks.
• Cash Flow Management: Implementing strategies to improve financial stability and reach financial goals.

Each client’s situation is unique, so FPAKC advisors take a collaborative approach, working closely with clients to understand their specific circumstances and aspirations. They utilize sophisticated financial planning software and tools to analyze data, model scenarios, and develop customized plans.

Contact Information and Accessibility

Clients can easily connect with the FPAKC team through the following channels:

• Phone: 7852156125
• Website: fpakc.org
• Address: 825 S Kansas Ave STE 500, Topeka, KS 66612, United States

The FPAKC is committed to providing accessible services to all clients. They offer the following amenities to ensure a comfortable experience:

• Wheelchair-accessible car park
• Wheelchair-accessible entrance
• Wheelchair-accessible toilet
• Toilet facilities

Appointments are recommended to ensure adequate time for a thorough consultation. Clients can schedule appointments online or by phone.

Client Feedback and Reputation

The Financial Planning Association of Greater Kansas City has garnered positive feedback from its clients. Currently, the company boasts 1 reviews on Google My Business, all of which maintain a 5/5 average opinion. This exceptional rating reflects the organization’s dedication to client satisfaction and its commitment to delivering high-quality financial planning services. Clients consistently praise the advisors’ expertise, professionalism, and personalized approach. The overwhelmingly positive reviews highlight FPAKC’s reputation as a trusted and reliable partner in financial planning.

Key features of FPAKC include:

• Certified Financial Planners (CFPs) on staff
• Focus on holistic financial planning
• Commitment to ongoing education and professional development
• Strong community ties

For individuals and families looking for experienced and trustworthy financial guidance in the Greater Kansas City area, the Financial Planning Association of Greater Kansas City is an excellent choice. Their dedication to client success, combined with their commitment to accessibility and community engagement, makes them a valuable resource for all financial planning needs.

👍 Reviews of Financial Planning Association of Greater Kansas City

Ryan T.

5/5

Ryan T.

5/5

Ryan T.

5/5

Ryan T.

5/5

Ryan T.

5/5