Financial Planners near Leawood

“I am writing to express how deeply grateful our family is for the truly amazing work that Beth Watts at Financial Avenues has done for my Mother and us.

Beth has been supremely knowledgeable, thorough and clear throughout our work with her. She has also shifted gears/adapted in the moment in response to pop-up questions.

Beyond this technical skill, however, she has an exceptional skill in communicating with diplomacy, sensitivity and emotional intelligence. She is a natural-born diplomat.

I really cannot say enough good about her.

Thank you again for having Beth work with us. We could not be more impressed or happy.“

“I have worked with Keen Wealth Advisors for eight years and have been blessed by the professionalism, wealth of knowledge, community leadership and involvement, and their timely education and resources from both editions of Bill's book to their incredible podcast. I appreciate their valued service so much.“

“I feel so taken care of. Jen, Adam, and Jori are the smartest people I know! Supportive, kind, knowledgeable, they explain everything in terms I understand. I love BMG!“

“We interviewed several financial advisors when we were getting ready to retire. It was a frustrating, and often scary, experience - until we found Leslie and True Peace. Everyone in the company is great. Tabitha at the front desk is welcoming, friendly, and helpful, and sets the tone for the entire office. Leslie's knowledge is impressive and her calm, reassuring manner born of that knowledge really helped us relax. She created a plan that provides the income we need while providing security for the future. We could not be happier with our choice of True Peace as our financial advisor.“

“We have been with Creative Planning since we sold our family business and decided to retire. Going on three years now. Been one of the best decisions I've ever made. I would highly recommend CP for your planning for the future. My only regret is that I didn't start sooner.“

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“Great Team, Great Help!!! If you need financial vision, get on board with Triune! So glad we did.“

“I have used Jim Heeney for personal service for many years, after getting referred to him by professional colleagues. I have found him to be proactive, responsive, and creative. Definitely a personal touch from an advisor. Great service!“

“Have worked with Dan Cherra for years, very knowledgeable and caring advisor. Highly recommend.“