Balanced Financial Planning

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Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans

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Tomorrow: 9:00 am - 5:00 pm

21 Years

in Business

(913) 677-1090Call Visit WebsiteVisit Website Map & DirectionsDirections6701 W 64th StMission, KS 66202 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Mission with Financial Planning Consultants

Shawnee Mission (2 miles)
Overland Park (3 miles)
Prairie Village (3 miles)
Shawnee (6 miles)
Leawood (6 miles)
Lenexa (9 miles)
Kansas City (12 miles)
Kansas City (12 miles)
Edwardsville (15 miles)

More Info

Email

Extra Phones

Phone: (913) 789-7000

Payment method

amex, cash, discover, master card, visa

Location

Cloverleaf Office Bldg

Neighborhood

United Investors Park

AKA

Balanced Financial Planning, Inc.

Other Links

http://www.bfplanning.com

https://www.bfplanning.com

Categories

Financial Planning Consultants, Accounting Services, Annuities & Retirement Insurance Plans, Financial Planners, Financial Services, Investment Advisory Service, Investment Management, Investments, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers, Tax Return Preparation, Taxes-Consultants & Representatives

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Details

Phone: (913) 677-1090

Address: 6701 W 64th St, Mission, KS 66202

Website: http://www.bfplanning.com

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Balanced Financial Planning

Tax Planning
For years it was assumed that tax planning was reserved for the wealthy. While wealthy individuals will see the most benefit from tax planning, with big changes looming for the 2018 tax year, even middle-income earners can reap the benefits of tax planning.
Estate Taxes
Tax Services

Investment Management
Mutual Funds
We do not suggest that we can, or that any of the money or mutual fund managers that we recommend, will make the correct decision every time. We do believe, however, that studying the historic trends and relationships of investment classes and the philosophies and approaches of successful investment managers can provide valuable insight. The appropriate allocation of investment assets for your goals and risk tolerance is the most important component in developing an investment portfolio. We believe that having a diversified, well-balanced portfolio, following long-term investment strategies, and having patience will increase the likelihood that you will achieve your long-term financial objectives.
Bonds
Wealth Management
Our wealth management clients usually have liquid investable assets of $1 million or more. We also work with clients who are referred to us by existing clients who do not meet this threshold.

Accounting Services

Financial Planning
Balanced Financial Planning, Inc. (BFP) is a financial planning and Registered Investment Advisory firm headquartered in Overland Park, Kansas. The firm specializes in providing Fee-Only financial planning services and investment advice to individuals and families.
Retirement Planning
Annuities
We provide advice for all types of securities, including mutual funds, stocks, bonds, bank deposits, and variable and fixed annuities. We also provide advice on mortgages, 401(k), 403(b) and other retirement programs, stock options, life and disability and long term care insurance, etc. If it has to do with money and finances, we can provide counseling, guidance and resources for you. We want our clients to know that they can call on us with any and all of their financial concerns. Clients are encouraged to call us when they have a major life event, such as a new job, a baby, a marriage or divorce, or if they are planning to buy a new home or start their own business. We also encourage our clients to call us with more common everyday questions, such as: "How should I invest within my 401(k) or 403(b) plan?" "How can I reduce my taxes?" "What advice can you offer on refinancing my home?" "When should we start our Social Security benefits? "
Long Term Care
Asset Management
Rosemary has been a financial planner in practice for over 25 years. Prior to forming Balanced Financial Planning (BFP) in 2004 she started her career in financial planning in 1986 with a financial planning firm in Lawrence, Kansas. In 1991 she joined the financial planning and asset management firm of Neill & Associates, Inc. in Kansas City, Missouri where she was a partner and portfolio manager. In October 1999 Neill & Associates, Inc. was merged with the investment advisory and asset management subsidiary of a large regional accounting firm.

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