Buckingham Strategic Wealth
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Investments, Financial Planners, Financial Planning Consultants
420 W 98th St, Kansas City, MO 64114
816-941-0098
CLOSED NOW:
Today: 9:00 am - 5:00 pm
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Meritage Portfolio Management
7500 College Blvd Ste 1212, Overland Park, KS 66210
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- General Info
- Buckingham Strategic Wealth, previously The Planned Approach, is a fee-only financial advisor in Kansas City, MO. Our team will dive into your current and future financial states to help build evidence-driven, tax-efficient plans that will help you achieve your goals and create the legacy you envision. Our team collaborates with Buckingham's national network of financial planning and investment specialists to implement strategies that solve for even the most complex financial needs. We also coordinate with your other key professional advisors, such as attorneys and CPAs, to provide integrated planning efforts to ensure we’ve covered all aspects of your financial life. Call our fee-only financial planners!
- Hours
- Regular Hours
Mon - Fri: Sat - Sun Closed - Categories
- Investments, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service
- Services/Products
- asset management business owner financial planning comprehensive wealth management, estate and trust planning financial planning investment planning net worth development retirement planning tax planning
- Other Link
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