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Wealth Management Services

Many financial service organizations focus solely on a single facet of your complex financial picture, potentially leading to a disjointed overall financial game plan. At Strategic Financial Partners, our concept of wealth management means considering your family's entire financial picture and legacy goals as a prerequisite to providing professional guidance. Whether you are in need of an investment portfolio overhaul or an analysis to update your insurance protection strategy, we believe that full consideration of all aspects of your financial picture is the most prudent form of a properly designed wealth management structure.

Wealth Management can mean different things to different people. At SFP, we define wealth management in the following areas:

  • Financial Planning
  • Overall Portfolio Construction
  • Investment Management
  • Retirement Distribution Strategies
  • Protection & Insurance Design

Your total wealth profile is very systemic; meaning an adjustment to one item may very well affect the others. It is our overarching goal to use our expertise and thought leadership as we guide you to your desired goals. If you feel that you may have been in a situation where your plan was no the focus, we would welcome the opportunity to sit down and discuss why Strategic Financial Partners may be the right partnership for you.

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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