We've been with Jim and Brett for quite a long time and have been more than happy with the service…read moreand portfolio we have. They've never steered us wrong and every time I call I get the answer I needed. We get regular emails from Lighthouse and we feel 100% comfortable with JIm and Brett.

From the owner: Rick is the founder of Lighthouse Financial Strategies, and specializes in designing customized…read morefinancial plans and managing investment strategies for families and small business owners since 2002. Rick has been recognized and featured in issues of KC Magazine multiple times as a Kansas City Five-Star Wealth Manager. His professional background includes manufacturing engineering, product development, and business management. He has served Dave Ramsey listeners since 2006.

I have been with Creative Planning for almost 7 years now. They have helped me build my 5 year, 10…read moreyear, and lifetime plans for retirement. They manage two of my IRA's. They have exceeded my expectations for a financial advisor and I am excited to continue doing business with them for my financial future. All of these other 1 and 2 star reviews do not reflect my experience with Creative Planning.

Misrepresentations. Innumerable commitments not kept. Our representative (partner) was unavailable,…read moreunprepared, comical in his lack of communication, professionalism, service. Completely -- Unapologetic for deficiencies. CP has a formula to make a lot of promises. Then when you transfer authority to them, they'll reinvest your portfolio. Without listening to the client. Then they'll begin assessing significant fees -- for doing nothing. Saying that their representatives and Creative Planning are fiduciaries -- I'd like to see teams of lawyers argue their lack of performance, service and misuse of that word. Very disappointed. Waste of time, money, involvement. We could not continue with CP. Relationship became painful. Find a better way.

Bank will not let you deposit cash in a personal bank account. literally the dumbest thing I've…read moreever seen. Arrogant obnoxious branch manager.

I had a FANTASTIC wealth manager Josh Morales! I had just started building an additional retirement…read moreplatform through my business and he was very knowledgable and I was very pleased with my returns. Unfortunately, I cannot say the same for THE RETIREMENT PLANNING GROUP as an investment company goes. They fired my advisor and while he was kind enough to inform me I never heard a peep from THE RETIREMENT PLANNING GROUP. Not knowing how to proceed and wrongly assuming they would contact me assigning a new manager I was recently greeted with this sterile little form letter. Letting me know in effect they were cutting me loose 2 DAYS prior to the post mark on the envelope (photo attached) . My suggestion to anyone considering having THE RETIREMENT PLANNING GROUP touch your life's savings is to consider the integrity and lack of basic customer service they have shown. In my opinion they don't want to help little fish grow their portfolios they only want big fat whales, they're easier. The problem with that is, if everyone is a whale what makes you as a customer special?

RA Tax & Accounting is a fantastic place to get your taxes done or if you are looking for a full…read moretime accountant. Friendly staff and great to do business with. Would recommend them to family and friends. Great prices too.

We have used RA Tax for years on our taxes. This year we were ghosted, numerous emails and…read morevoicemails left to get our taxes done. No return emails or calls. We were left to scramble to find someone who could do our taxes! Not good for business at all.

Joshua Schumm is so kind, patient and knowleadgeable. He has guided me in a financial plan that I…read moreknow will change my financial future.I believe the tools and lessons Iam receiving from this financial coaching is the foundation I need for financial wealth and prosperity. Joshua is amazing

From the owner: Spend well, give generously, live a worthwhile life! Transform your future!…read more Transformational coaching! Biblical, life-changing help! Gain real, actionable insights. Make a realistic, solid plan. Achieve the freedom you want. More than just a numbers/budget session. 10 Years & Hundreds of Client Transformations! Break through! If you want to take control of your future and achieve your dreams, invest in yourself with a coach. A coach helps you with your money mindset and how you behave with your money. Take control of your situation. My clients realized $2 million in debt paid off or cash saved in 2020 alone (even with COVID). Businesses average over $100,000 of net income improvement in the first year. I help businesses become profitable (or way more profitable). Stop working so hard with nothing to show for it. Get help today & take control of your business results!

If you need someone to help you navigate your future with investments, savings, taxes, social…read moresecurity, RMD's and more you will truly find peace with Leslie Davis and her team. We could not be happier with the plans and results of the planning she provided for us. She takes all of your information and pulls together a comprehensive and complete path to financial freedom into the far distant future. The staff is responsive and supportive, Leslie has been a dream to work with so much so we brought 3 other members of our family to her as well. Everyone is pleased! Do yourself a favor and stop talking to investors only, you need the complete picture for wealth management with True Peace.

From the owner: True Peace Financial Solutions is dedicated to providing tailored insurance and financial services…read moreto clients throughout the greater Kansas City metropolitan area. By getting to know your unique situation, we can create customized plans for helping you reach the financial goals you've set for retirement, legacy and living.