Comprehensive Financial Planning in Overland Park & Kansas City
Your Retirement Planning Blueprint Starts Here
Our Mission
Help retirees enjoy the quality of life they want to live and leave the legacy they want to leave.
At PFA, we take great pride in our two decades of experience in helping people plan for retirement. Our team of CERTIFIED FINANCIAL PLANNER™ professionals can help you make the little decisions now that will ensure you have a worry-free retirement in the future.
Our Services
Your Retirement Planning Blueprint Starts Here
Our personalized service is tailored to the unique needs of each individual or small business. PFA is focused on 5 key areas of retirement planning to help you enjoy the retirement you’ve always dreamed of.
PFA Retirement Blueprint
Our team will work closely with you during our 5-step process to create a personalized financial plan that will support a secure financial future and a comfortable retirement.
Retirement Income
We aim to help you achieve a lasting source of income throughout your lifetime by providing a range of planning services and investment strategies that align with your retirement objectives.
Healthcare
Healthcare expenses can quickly accumulate, but there are strategies to plan for these costs, such as making informed insurance choices and saving in tax-advantaged accounts.
Tax Planning
Given the intricacies of the tax code, our consultants can provide valuable assistance in creating a comprehensive tax plan that helps to minimize your tax burden and maximize your savings.
Wealth Planning
Elevate the impact of your wealth and create positive change for future generations by investing in initiatives and causes that align with your values and have a long-term impact.
Legacy Planning
After a lifetime of careful money management and wealth building, it's crucial to prepare for your future and beyond by planning how your assets will be distributed to your loved ones for their enjoyment and benefit.
Who We Serve
Our ideal clients include pre-retirees, Retirees, and small business owners
Our ideal clients include pre-retirees, retirees, and small business owners with a wide range of investable assets spread across a multitude of account types (e.g., brokerage, 401(k), IRA). With honesty and integrity at the forefront of our values, we offer a trusted opinion to help you create a financial plan tailored to your life, values, and goals.
We specialize in providing tailored investment advice and portfolio management services to pre-retirees and small business owners Our honest and integrity-driven approach means you can trust us to provide you with the best advice for your unique situation.
Pre-Retirees
We equip you with everything you need to be confident in your financial decisions as you prepare to live the retirement you want.Retirees
We are on a mission to help you plan your legacy and live a worry-free retirement by doing the little things today to avoid the unpleasant things tomorrow.
Small Business Owners
We help you manage risk well while designing a comprehensive and personalized strategy to support your business’s financial success.
Our Process
The PFA Retirement Blueprint
You work hard to earn a living and diligently save for the future. Many people lack the time, skills, and interest to grow their wealth, but the services of a trustworthy team can grow your wealth systematically. Our 5-step process can offer you the confidence of knowing that your financial future is built for any economic storm.
Discovery
We need to understand your needs, wants, and goals for retirement.
Evaluate Your Current Fiscal House
Review your current investments to ensure you are on track to reach your retirement goals.
Create Your Retirement Blueprint
Develop a custom financial plan to help you retire well, regardless of an economic storm.
Build Your Dream Fiscal House
We implement a custom-made financial plan, starting with repositioning your assets to the appropriate accounts.
House Maintenance
We will monitor your accounts on a regular basis and make small adjustments when needed to ensure an efficient plan.
Watch bernie on retirement this week
On Retirement This Week with Mark Gaffney, Bernie discusses the PFA Retirement Blueprint and the importance of legacy planning.
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About
Bernie Wurts
I dedicate myself to helping you live a worry-free retirement by focusing on the little things you can do today to avoid tomorrow’s stresses. Together we can create goals to help you live the quality of life you want to live and leave the legacy you want to leave.
