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Serving Retirees

Specialization implies experience, detailed knowledge, education, focus, authority, and professionalism. And those are all things you get at Strategic Financial Partners of Kansas City.

Since 1987 we have helped clients navigate the transition, complexity, and issues (both known and unknown) leading into—and continuing through—your retirement.

Our retirement planning services and strategic resources comprehensively cover the following areas:

  • Lifetime cash flow modeling—How long your money will last? We can run different scenarios and find out what will align best with your goals.
  • The long-term effects of inflation and taxes—Using intelligent tax strategies designed to make your money last longer and/or increase your income is critical.
  • Social Security strategies—When? How? Why? We’ll look at how your benefits affect your retirement plans.
  • Medicare planning—What are your options and how do they fit into your goals?
  • Long-term Care—As we live longer, the costs of care increase dramatically and you need to be prepared.
  • Asset protection—Whether it’s from lawsuits and creditors, or elder fraud, we can work with your legal team and help you look for ways to protect your wealth.
  • Estate planning—Will, trusts, health care directives, powers of attorney, living wills … there are many things to consider when organizing your estate with your legal advisor. We will work in conjunction with your legal team to help ensure that your estate transfer is a smooth process.
  • Inheritance planning—We can go over tax and estate planning strategies to help your family get as much as they can upon your passing.
  • Charitable impact—Find ways to be involved now while also leaving a legacy for when you’re gone.

For a private retirement consultation, call us today at 913-322-9177, or email us at info@sfpkc.us.

If you’d like to check out our “Rejuvenate Your Retirement” courses held three times a year at the KU Edwards campus, send us an email and we’ll contact you when registration opens for the next round of classes.

Financial Advisors do not provide specific tax/legal advice. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. 

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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