Proper Planning & Wealth Management Owner verified
7500 W 160th St Suite 102 Overland Park, KS, 66085About
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 include: 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.