Services

fee only financial planner kansas cityBeacon 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 tax and financial planning services to individuals, families and small businesses. Beacon advisors work solely for their clients. As fee-only advisors, all potential conflicts of interest regarding compensation are removed.

We work with people from all walks of life, providing fee-only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed, or ongoing basis. Remember, you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future – or seeking to protect, enjoy, and pass on those you already have – Beacon Financial Advisors can help you along the way.

Your financial objectives may include:

* Planning for retirement
* Determining the best time to start Social Security
* How best to tap into assets after retirement
* Reducing income taxes
* Purchasing a home
* Saving and investing for the future
* Eliminating credit card debt
* Establishing a spending plan
* Sending your children to college
* Understanding your insurance needs

To help you reach these important goals, our services may include:

* Personalized Comprehensive Financial Planning
* Retirement Planning Strategies
* Tax Planning and Preparation
* College Funding Advice
* Financial Checkups
* Debt Management
* Cash Flow Planning
* Life, Disability and Long Term Care Insurance Needs Analysis
* Second Opinion on Investments or Current Financial Plan

Please contact us to schedule your complimentary, no-obligation introduction meeting.

Beacon Financial Advisors, LLC is a registered investment advisor in the states of Missouri and Kansas.

Our Accreditations:

garrett planning networknapfa

 

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...