Investment Management Firms Gladstone MO

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

Rosemary Danielson
Balanced Financial Planning, Inc.
(913) 677-1090
6701 West 64th Street, Suite 100
Overland Park, KS
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Middle Income Client Needs, Investment Advice without Ongoing Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Dean Cherpitel
Legacy Wealth Planning, LLC
(913) 648-4668
5750 W. 95th Street, Suite 128
Overland Park, KS
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, BA, ChFc

Ms. Janice A. Greer, CFP®
(816) 468-9339
106 NE 72nd St Ste C
Gladstone, MO
Firm
Ameriprise Financial Services
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Women's Finances
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided by:
Mr. Phillip K. Fine, CFP®
(816) 452-4000
3000 NE Brooktree Ln
Gladstone, MO
Firm
Waddell & Reed, Inc
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Robert G. Wilson, CFP®
(816) 453-5577
226 E US Highway 69
Kansas City, MO

Data Provided by:
Sandi Weaver
Financial Security Advisors, Inc.
(913) 385-5523
8340 Mission Road, Suite 113
Prairie Village, KS
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Tax Planning, Middle Income Client Needs, Planning Issues for Business Owners, Retirement Plan Investment Advice
Certifications
NAPFA Registered Financial Advisor, CFA, CFP®, CPA

Mr. H. Arvid Hansen, CFP®
(816) 436-9939
5440 N. Oak Trafficway
Kansas City, MO
Firm
Premier Financial Partners
Areas of Specialization
Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Elder Care, Estate Planning, Investment Management

Data Provided by:
Mr. John T. Christy, CFP®
(816) 436-9939
5440 N Oak Trfy Ste 250
Kansas City, MO
Firm
Premier Financial Partners
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management, Divorce Issues
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided by:
Michelle Jarvis, CFP®
(816) 454-6116
4401 NE Vivion Rd Ste 202
Kansas City, MO
Firm
Edward Jones Investments
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Employee and Employer Plan Benefits

Data Provided by:
Mr. John E. Mutti Jr., CFP®
(816) 842-3277
1803 1/2 Swift Ave.
Kansas City, MO
Firm
J. E. Mutti, Jr CPA

Data Provided by:
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Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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