Beyond Wealth is a fiduciary financial advisory firm helping people go beyond wealth and put their resources toward building a better life. Based in Overland Park, KS, we serve clients throughout the Kansas City metro area, particularly mid-career professionals, business owners, and divorcees. Typically, financial advisors present a standard plan for clients to follow. Not us. Our focus is collaboration and education. Together, we will come up with three scenarios to reach your goals: the good, the better, and the best. And while the best financial plan may seem obvious, we will take the time to make sure you understand the tradeoffs. As a comprehensive wealth management firm, investment management may not be our only focus, but it is an integral part of every client’s financial plan. Your investments are so important that we will never outsource them to a third party. Your portfolio will be managed by our in-house investment team and built around your goals. Our independent advisory firm offers an array of services to help tackle all parts of your financial life. Our fiduciary recommendations are based on what you need, rather than handing you a one-size-fits-all package. • Financial goal planning • Cash flow planning • Investment analysis and risk review • Investment management • Tax planning • Insurance analysis and protection strategy review • Retirement analysis • Employee benefits analysis and optimization strategy • Debt management • Education planning • Executive compensation planning
