Confidence Through Proper Planning.
We help families and businesses manage wealth, reduce uncertainty, and plan for the future with confidence.
Our approach
We guide individuals, families, and businesses through the decisions that shape their future, from growing wealth to planning retirement, protecting legacies, and reducing tax burdens. We favor a transparent pricing based on the assets we manage for you. When your portfolio does well, we do well, ensuring our interests are aligned with yours.
Our Core Services
Comprehensive Financial Planning
Coordinated plan aligning investments, taxes, insurance, cash flow, and goals. Gain clarity and confidence.
Legacy & Estate Planning Support
Protecting your legacy while ensuring a smooth, smart transfer of wealth to future generations and causes.
Tax Strategy & Tax Planning
Demystify your tax return, spot deductions, plan Roth conversions*, and reduce today’s liability while preparing for future opportunities.
Holistic Wealth Management
Integrating investments, taxes, and lifestyle goals into one seamless wealth strategy.
In-Depth Retirement Planning
Building a unique plan for your retirement, modeling Social Security, withdrawal sequence, healthcare costs, and other risks so retirement feels secure, simple, and on your terms.
Business Succession Planning & 401k
Supporting business owners with tax minimization, smooth transitions and smart retirement plans that benefit both you and your employees.
*Traditional IRA account owners have considerations to make before performing a Roth IRA conversion. These primarily include income tax consequences on the converted amount in the year of conversion, withdrawal limitations from a Roth IRA, and income limitations for future contributions to a Roth IRA. In addition, if you are required to take a required minimum distribution (RMD) in the year you convert, you must do so before converting to a Roth IRA. Proper Planning & Wealth Management and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
A Team Built Around You.
You don’t have to navigate your financial world alone. We work alongside the professionals you already trust, bringing together a unified team of investment specialists, CFP® professionals, CPAs, attorneys, and insurance specialists to ensure every part of your financial life is connected and moving in the right direction. So you can spend less time managing details and more time walking your own path, living the life you’ve imagined.
South Overland Park Office
7500 W 160th St, Suite 102, Overland Park, KS 66085
North Overland Park Office
7500 College Blvd, 5th Floor, Overland Park, KS 66210
In-person and remote options
We have 2 office locations to conveniently serve clients. Can’t make it into the office? We’ve got you covered with flexible phone and web conferencing options.