Financial Planners in Overland Park

“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.“

“Triune has taken the worry out of my future in retirement. My advisor, Bob Sparrow, meets with me on the phone several times a year to help me strategically succeed in my financial future. When Bob is not in the office, there is a whole host of team members who get back to me the same day I have sent my email with needs. In a world that is filled with phone menu options and clumsy customer service, I will say Triune is old school and professional with an impeccable across the board work ethic. Customer service is everything when you are making financial decisions. They are the best at this!“

“I've worked with Ray and his team for almost 20 years now. It's a sophisticated approach and all team members are terrific. I use Pegasus for my personal retirement plan as well as my business benefit plan.“

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

“I have been with Keen Wealth Advisors for about 7 months now and have been treated with great respect from Quin, Ben and Jeb since day 1. Rachel is always helpful when you need something or have a quick question. My questions are always answered quickly. Anytime I call they are happy to help. They have educated me on the financial planning process which has been very helpful. They have designed a personal plan for me with detailed planning and tax strategies.“

“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.“