Who We Serve

Who We Serve: Your Financial Partners in Overland Park & Kansas City

Our expertise lies in developing customized investment guidance and portfolio management services for pre-retirees, retirees, and small business owners.

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.

You want to retire knowing that what you’ve built will last the rest of your life.
Through our planning process, we will help you think through all the difficult decisions you need to make about Medicare, social security, pension benefits, withdrawals, taxes, Roth conversions and more.
You want to safeguard what you’ve saved and see it grow, too. We’re dedicated to making that happen.

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.

Retirement is an opportunity to design an ideal future: one that may include work, volunteering, starting a business, traveling the world, and more.
Whether you’re 45 or 65, successfully starting your “next chapter” requires a plan.
Our team is here to help you design, navigate, and live the life you envision.

Small Business Owners

We help you manage risk well while designing a comprehensive and personalized strategy to support your business’s financial success.

As a business owner, choosing the proper form of entity is a very important decision.
Together, we can develop an ongoing plan for both your business and family’s financial success while advising you in the event of life changes.
Our dedicated team of wealth advisors comes with years of experience to guide your steps.

Is this you?

Can You Relate?

If any of these statements resonated with you, then the PFA Retirement Blueprint may be what you need.

"I'm Not Sure When I Can Retire."

"The Market Gives Me Anxiety."

"I Feel Like I'm Paying Too Much In Taxes."

"I Want My Family to be Ok, No Matter What Happens."

"If I Retire, How Long Will My Money Last?"

"It's Difficult to Know When to Elect My Social Security."

Start Today

Live the retirement you've always dreamed of through smarter planning

Our customized, 5 step process can offer you the confidence of knowing that your financial future is built for any economic storm.