Financial Planning Association of Greater Kansas City - Topeka, Kansas
Address: 825 S Kansas Ave STE 500, Topeka, KS 66612, United States.
Phone: 7852156125.
Website: fpakc.org
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 1 reviews on Google My Business.
Average opinion: 5/5.
📌 Location of Financial Planning Association of Greater Kansas City
⏰ Open Hours of Financial Planning Association of Greater Kansas City
- Monday: 8 am–5 pm
- Tuesday: 8 am–5 pm
- Wednesday: 8 am–5 pm
- Thursday: 8 am–5 pm
- Friday: 8 am–5 pm
- Saturday: Closed
- Sunday: Closed
Financial Planning Association of Greater Kansas City: A Comprehensive Overview
For individuals and families seeking expert guidance in navigating their financial future, the Financial Planning Association of Greater Kansas City stands as a reputable and dedicated resource. Located at Address: 825 S Kansas Ave STE 500, Topeka, KS 66612, United States, this organization provides a range of financial planning services designed to help clients achieve their short-term and long-term goals. With a commitment to personalized service and comprehensive strategies, the FPA of Greater Kansas City has earned a strong reputation within the community.
About the Financial Planning Association
The Financial Planning Association (FPA) is a leading professional organization dedicated to advancing the profession of financial planning. The Greater Kansas City chapter specifically serves the residents of the greater Kansas city metropolitan area. They are committed to promoting the importance of financial planning and supporting financial planners who adhere to a rigorous code of ethics and professional standards. The FPA provides members with access to training, resources, and networking opportunities, enabling them to deliver the highest quality advice to their clients.
Services Offered
The team at the FPA of Greater Kansas City offers a wide spectrum of financial planning services tailored to meet diverse client needs. These services typically include:
- Retirement Planning: Strategies for maximizing retirement savings and ensuring a comfortable retirement income.
- Investment Planning: Development of investment portfolios aligned with clientsâ risk tolerance and financial goals.
- Education Planning: Guidance on saving for college and other educational expenses.
- Estate Planning: Assistance with wills, trusts, and other estate planning documents to ensure assets are distributed according to client wishes.
- Insurance Planning: Evaluation of insurance needs to protect clients from financial risks.
- Debt Management: Strategies for reducing and eliminating debt.
- Tax Planning: Collaborations with tax professionals to minimize tax liabilities.
Each client receives a customized plan developed through a thorough assessment of their current financial situation, goals, and risk tolerance. The financial planners at the FPA of Greater Kansas City emphasize a holistic approach, considering all aspects of a clientâs financial life.
Location and Accessibility
The FPA of Greater Kansas Cityâs office is conveniently located at Address: 825 S Kansas Ave STE 500, Topeka, KS 66612, United States. They prioritize client accessibility, offering several amenities to ensure a comfortable experience. The location features a wheelchair-accessible car park and a wheelchair-accessible entrance. Furthermore, a wheelchair-accessible toilet is available on-site. Appointments are recommended to ensure dedicated time and attention for each client. You can contact them by phone at Phone: 7852156125. Their website, Website: fpakc.org, provides further information about their services and team.
Client Feedback and Reputation
Currently, the Financial Planning Association of Greater Kansas City has 1 reviews on Google My Business, and the average opinion is a remarkable 5/5. This overwhelmingly positive feedback underscores their commitment to client satisfaction and professional excellence. Clients consistently praise the team's expertise, personalized service, and ability to develop effective financial planning strategies. The high ratings reflect the organization's dedication to building long-term relationships based on trust and mutual respect.
Key Features and Benefits
| Feature | Description |
|---|---|
| Expertise | Certified financial planners with extensive experience. |
| Personalized Plans | Tailored strategies based on individual client needs and goals. |
| Holistic Approach | Considering all aspects of a clientâs financial life. |
| Accessibility | Wheelchair access and recommended appointments for focused attention. |
In conclusion, the Financial Planning Association of Greater Kansas City provides a valuable service to individuals and families seeking knowledgeable and reliable financial planning support. Their commitment to accessibility, personalized service, and professional standards makes them a trusted partner in achieving financial well-being.