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Physicians and Dentists

Physicians and dentists

I truly understand the medical community. I have several physicians in my family, and many of my friends and clients are doctors and dentists, so I have seen firsthand what it’s like.

You usually start your earning years later and with significant debt due to your additional years of education. When medical professionals face outside stress, the quality of their care that they provide can suffer. This is why the last thing you need to worry about is your financial future—you should be focused on your patients, not your tax rates or planning for retirement.

At Strategic Financial Partners of Kansas City, we offer holistic financial services for our doctor and dentist clients. Just as there is no single treatment or medicine that is best for every patient, there's no one product that works for all of our clients. Instead, the services that we provide are individualized for your specific situation

Some of the key financial issues we can address:

  • Retirement Finances
  • Children’s Educational and Future Needs
  • Investment Strategies
  • Tax Planning
  • Asset Risk Management and Protection
  • Cash Flow
  • Business Retirement
  • Legacy Planning
  • Estate Planning

We also take your privacy as seriously as you take the privacy of your patients, and will not even share with others that you are our client without your express, written permission.

If you would like to learn more about how we can help, contact us at 913-322-9177, or by email at beckert@sfpkc.us.

Our Services

  • Serving Business Owners
  • Serving Retirees
  • Family Wealth Counseling
  • Physicians and Dentists
  • Wealth Management Services

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4000 West 114th Street
Leawood, Kansas
66211 United States

  •  Tel: (913) 322-9177
  •  Toll Free: (866) 842-8508
  •  Fax: (913) 345-1894
  •  beckert@sfpkc.us
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Strategic Financial Partners Kansas City is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Strategic Financial Partners Kansas City are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Strategic Financial Partners Kansas City are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.  2954275 DOFU 7/2020

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