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832 via Palermo, San Ramon, CA, USA© 2025 Core Finance Advisor. All rights reserved.
At Core Finance Advisor, we proudly serve individuals, families and business owners in Overland Park, Kansas. From tech professionals and entrepreneurs in the Kansas City metro to multi-generational families rooted in Johnson County, we deliver fee-only, transparent financial strategies designed for your region and your goals. Let us help turn your future into something confidently built, not just hoped for.
Overland Park is the city of the fastest growth within the Kansas City metro—the center of innovations, small business prosperity, and family oriented living. At Core Finance Advisor, our fiduciary financial consultants of Overland Park provide strategies based on the Kansas tax laws and market trends and on your long-term financial independence.
When you choose Core Finance Advisor, you don’t just get a retirement advisor, you get a long-term partner dedicated to making sure your money lasts as long as you do.
Our financial advisors service Overland Park follows a transparent, step-by-step process focused on clarity, structure, and results. Whether you’re a family living in Blue Valley, an executive who is commuting through the Kansas City metro, or a small-business owner living near Metcalf, we translate your objectives into a workable financial plan that is flexible as your life and the local economy shifts.
We begin by a complete picture: income, savings, debt, insurance, business cash flow (where necessary), and long-term objectives. We also look over entity structure and payroll retirement plans to get personal and business finances on the same page since the beginning of business to business clients in Johnson County.
We then develop a customized plan that allows the client to balance retirement preparedness, tax efficiency and investment targets. Recommendations are tailored to Kansas tax regulations, your profession, and area market realities - be it saving to a college education, a house in Overland Park or to a succession plan of a family business.
We build and operate diversified portfolios that are based on risk tolerance and time horizon. As strategic asset allocation and rebalancing, to defensive positioning in case of market volatilities, we tend to maintain capital and take growth as per your life stage.
All plans include tax planning. We draw withdrawal sequencing, retirement-account optimization, and, where applicable, suggest entity structure or retirement plans (SEP, SIMPLE, 401(k)) to cut tax drag on business owners and high-earners in the Kansas City metro.
There is no such thing as a dead financial plan. We oversee investments, review performance and update your plan in response to changes in tax policy, market conditions or life events (job changes, home sales, business transitions). Frequent reviews ensure that your plan is in line with your objectives.
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We provide full-scale, one-stop financial advisors solutions Overland Park for individuals and business owners in the Greater Overland Park community. From investment planning, retirement preparation, and tax strategy, to business planning, and legacy planning, our solutions are always aligned with your goals and the dynamics of the local market.
Trying to do things individually may seem you’re saving costs in short-term but the long-term outcomes can blow out of proportions for you. You’d be left with nothing but whatever the economy throws at you, without having a clear guidance to go through such shifts.
Without a tax advisor in Kansas, you can get overwhelmed by the complications of state and federal tax rules, ending up overlooking entity structures and account strategies that could lead to serious money problems in future.
A one-size-fits-all or DIY investment approach often fails to account for regional economic shifts, business cycles in Johnson County or your personal tolerance for risk.
Without an objective guide, you may buy when markets are high, sell when they’re low, or chase fads instead of sticking with a long-term plan.
Many residents assume their savings are “enough” until tax surprises, healthcare costs or business transitions reveal gaps in their plan.
Without an integrated approach that ties investments, tax planning, business strategy and legacy goals together, your financial pieces may operate in isolation, reducing effectiveness and increasing stress.
Core Finance Advisor charges no extra costs or commissions whether you’re launching a new business, expanding it or just securing your legacy in Overland Park.
The following are testimonies of some of them sharing their experience working with Core Finance Advisor.
Aaron (42) and Maya (39) are a married couple in Denver, Colorado. Aaron is an IT project manager and Maya is a small home based design business owner. They had two children and a ballooning mortgage and needed to put in place a more intelligent investment, lower tax drag and develop a long-term wealth and education fund.
They had no proper finance management with all their multiple brokerage accounts having no coordinated tax or insurance strategy. They made several irregular retirement contributions as well. Despite having good money they didn’t have a system to channelize everything rightfully.
The financial diagnosis performed by Core Finance Advisor was a thorough one, and it involved the integration of the accounts, cash flow, and the assessment of the risk. Our planned wealth-management plan was a combination:
In 18 months, Aaron and Maya had increased their annual savings by 27%, saved over $9,200 by structuring the plans efficiently and brought sanity to college and retirement planning. The level of their financial stress decreased significantly since their plan became more proactive and was no longer reactive.
“Before working with Core Finance Advisor, we felt like we were just checking boxes — saving but not really planning. Now, we know where every dollar goes and what it’s doing for us. It’s not just about returns anymore; it’s about control and peace of mind.” — Aaron & Maya, Denver CO
Top Financial Advisors and Investment Management Company in USA.
© 2025 Core Finance Advisor. All rights reserved.
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