Forms

fee only financial planner kansas cityClient Forms

Please download the following forms and return by fax (816-875-4545) or email at least 2 days before your scheduled introduction meeting.

Confidential Questionnaire (PDF, Word)
Investor Allocation Profile (PDF, Word)

Compliance

Form ADV Part II (PDF)
Privacy Policy (PDF)

Other

How to Choose a Financial Planner: Tough Questions to Ask (PDF)


Programs to View Files:

Adobe Acrobat Reader Microsoft Excel Viewer
Microsoft Word Viewer Microsoft PowerPoint Viewer

 

Services

Beacon Financial Advisors, LLC, is a fee-only financial planning and Registered Investment Advisory firm headquartered in Lee’s Summit, Missouri and serving the greater Kansas City area. The firm offers comprehensive financial planning services. Beacon advisors work solely for their clients. Continue reading about our Services

About Us

Kristine McKinley, CFP®, CPA, is the founding principal of Beacon Financial Advisors, LLC, an independent, fee-only financial planning firm serving the greater Kansas City area. Kristine focuses on providing fee-only financial planning, investment advice, and tax preparation to individuals and families from all income levels. Continue reading About Us

In the News

Kiplinger Magazine/NAPFA (February 2013) – Kristine McKinley answered reader’s tax questions during the 2013 Jump Start Your Retirement Plan Days sponsored by Kiplinger magazine and the NAPFA Consumer Education Foundation. Click here for more News...