The Ultimate KC Financial Services Referral List
Money touches just about everything that we do in life. As a CFP® practitioner, I assist my clients in numerous disciplines as their lives become more complex.
Great financial planning is about integrating investments, retirement, taxes, insurance, estate planning, and more such that all parts are working together smoothly towards the intended goal.
The Need for Quality Referrals
But here’s the rub - as a solo practitioner at Simple Wealth Planning, I have no desire to attempt to become a true expert in all of these areas. Instead, I focus on what I do well and rely on partners to assist my clients in their own areas of expertise.
I also do my best to be objective when delivering advice and to know where I have my own biases. It’s my belief that partnering with outside, and not internal, providers in many of these areas allows for fewer conflicts of interest when referring experts to our own clients.
After all, with my own clients the relationship is EVERYTHING. It is crucial to me that a client receives a wonderful experience from their attorneys, accountants, and bankers, etc.
How We Created This List
So now you know the impetus for The Ultimate KC Financial Services Referral List. This list was created by polling my fellow members of KCFAN for their favorite local financial services providers.
Here is the criteria we’re looking for:
Financial services providers that value objectivity
World-class in their service
Experts in their respective field(s)
Extra points for Kansas City-owned and operated
Do you need to find the right mortgage provider? A new banker? Or even assistance with your bitcoin security? This is a list of vetted experts from local Financial Advisors who like to refer well.
A brief disclosure - some of these are providers that we may do business with ourselves and/or are even our own clients.
Our Favorite Referrals
Accountants
Ollie Bockwinkel
Real Estate Investors & Small Business
Justin Bodenhausen, CPA
Fractional CFO
Scott Fullerton, CPA, MBA
Full Service Accounting & Advisory
Jason Louk, CPA
Tax & Accounting
Attorneys
Andrew Felker
Estate Planning
Jessica Kimbrell
Estate Planning
Ferdinand Niemann
Mobile Home Park Investors
Bankers
Mark Basola
Commercial Lending
Alisha Pietrogiovanna
Wealth Management Banker
Mike Pippin
Residential Lending
Trish Reedy
Residential Lending
Robert Vejar
Residential Lending
“Not only is Robert one of the most dedicated workers, but he’s also one of the classiest guys in finance. Mortgage Bankers tend to come and go, but Robert is the one constant!”
Insurance Providers
Dawn Crouch
Life, Disability, & Long-Term Care
Michael Deranek
Personal & Commercial
“Michael has been a fantastic partner to work with when it comes to helping my clients have the right insurance coverage in place for their auto’s, homes, business, umbrella, etc. He takes the time to thoroughly go through their current coverage and update as necessary as many times things have changed and more/less coverage is needed. Once the correct coverage is determined, he then shops insurance companies and delivers what he feels is the best option for the client. He’s been fantastic to work with and my clients always appreciate all of his attention to detail.”
Brett Gaughan
Personal & Commercial
Brooke Nichols
Health Insurance/Medicare
Adam Schwery
Personal & Commercial
Brandon Tritten
Personal & Commercial
“Brandon has been a personal friend for many years. His character and integrity are above reproach. He’s very knowledgeable about insurance and truly loves educating his clients and others about insurance. He is sure to put the individual before the insurance, a very rare agent in today’s environment.”
Realtors
The Rest
“My firm looked like a bum on the street until Brendan helped me easily create a brand design. I gave him just a few pieces of inspiration and boom, he came up with something appealing.”
Find a KC Financial Planner
Still looking for help in putting all the pieces of your financial life together? That is where a CFP® Practitioner can help. Here, I would point you to the bios that we have set up at the Kansas City Financial Advisors network here.
