Find a business

        More Info

        General Info
        Kristine McKinley, CFP , CPA, is the founding principal of Beacon Financial Advisors, LLC, an independent, fee-only financial planning firm located in Lee's Summit, Missouri. Kristine focuses on providing fee-only financial planning, investment advice, and tax preparation to individuals and families from all income levels. Many financial advisors accept clients only if they meet certain income and net worth requirements. Kristine believes that professional, unbiased financial advice is something all Americans need, at least periodically, to build the brightest financial futures. Holding to this philosophy, Kristine is proud to offer the same quality, professional advice to all clients, not just the affluent. If you simply need a one-time or periodic consultation, she is happy to meet with you on an as-needed, hourly basis. On the other hand, if you need ongoing advice and more time-intensive services, it might make sense for you to employ Kristine and her firm on a retainer basis. Kristine is a Certified Public Accountant ( CPA ) and a CERTIFIED FINANCIAL PLANNER' ( CFP ). She holds both a B.S. and M.S. degree in Accounting from the University of Missouri Kansas City. She is a member of the National Association of Personal Financial Advisors ( NAPFA ) and is an active volunteer in her community. Kristine's goal is to build long-term relationships with her clients based on trust and integrity, and to expand her business through referrals from satisfied clients. She invites you to schedule a complimentary, no-obligation introduction meeting to discuss your financial goals and objectives.
        Email
        Payment method
        debit
        Neighborhood
        Woods Chapel Acres
        Other Link

        http://www.beacon-advisor.com

        Categories
        Financial Planning Consultants, Financial Services, Financing Consultants, Investment Advisory Service, Investments, Mutual Funds

        Reviews

        Hi there!
        Be the first to review!
        What do you rate this business?First-classBetter than mostAbout what I expectedNot the worst...Disappointing
        Click to Rate

        Details

        Phone: (816) 739-4853

        Address: 200 NE Missouri Rd, Lees Summit, MO 64086

        Website: http://www.beacon-advisor.com

        People Also Viewed