Achieving Your Retirement Planning Goals
At Keen Wealth Advisors, serving Lee's Summit, Missouri, our services are delivered with a single goal – to help you attain the retirement of your dreams. Our dedicated and knowledgeable team works with you to create a perceptive, personalized, precise financial plan specifically designed to help you achieve your retirement goals.
- We start by gaining an understanding of your current situation, challenges and opportunities.
- We then discuss your goals for retirement. Are you hoping to move? Purchase a second home? Travel the world? Volunteer?
- We take into account your family members and any non-retirement, long-term goals, such as education planning for a child or grandchild, donating to charity, etc.
- We gain an understanding of your risk tolerance and any investment preferences.
- We incorporate Medicare and Social Security benefits.
Using this information, we work with you to determine:
- The amount of savings you will need to fund your retirement dreams
- What retirement account assets are available and in what order you should draw upon your accounts
- How to implement tax strategies to maximize your savings
- The most efficient method for passing wealth to your heirs
- What investment mix is most appropriate to meet your needs
- Strategies for eliminating debt
We then conduct an in-depth review and analysis of your various retirement benefits, including:
- 401(k) investment option review
- Defined-benefit plan facilitation
- Profit-sharing plan facilitation
- Non-qualified deferred compensation plan review
- IRA and Roth IRA conversions and rollovers
- Stock options plan analysis
- Prototype retirement plan analysis
- Social Security
We use all of this information, and more, to create a personalized, actionable plan to help you achieve your retirement goals. We then review and update the plan on a regular basis and as your personal situation changes. Your personalized financial plan then serves as a roadmap toward your retirement dreams that is ultimately designed to help keep you on track to live the life you want.
Why residents of Lee's Summit choose to work with Keen Wealth Advisors?
You have lots of options when it comes to selecting a wealth advisor. We believe Keen Wealth Advisors is different. Our firm was founded with a simple mission – to help clients achieve the retirement of their dreams. Everything we do is focused on achieving this mission. We call it The Keen Wealth AdvantageTM.