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)


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


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


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. Click here to learn more 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 located in Lee’s Summit, Missouri and 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.  About Us

In the News

Investment News – Kristine McKinley discusses the 0% Social Security COLA (for 2016) in No Social Security cost-of-living adjustment in 2016.

Kiplinger Magazine/NAPFA – 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.