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Aaron K

CFP®

Calabasas, CA

Greenup Wealth

Aaron Kirsch is a CERTIFIED FINANCIAL PLANNER™ professional and founding partner of GreenUp Wealth Management. He works primarily with individuals and couples who are approaching or living in retirement, helping them design financial plans that support both long-term security and a fulfilling retirement lifestyle. Aaron began his career in financial services in 2001 at a major Wall Street firm and has since worked with clients across a wide range of life stages, both at large institutions and through his own independent wealth management firm. This experience informs his comprehensive approach to financial planning, which integrates retirement income planning, investment management, tax-aware strategies, risk management, and estate planning considerations. He is the co-author of The Rewarding Retirement Workbook, a resource designed to help people think beyond the mechanics of retirement and focus on how they want to live during this stage of life. Aaron’s work emphasizes aligning financial decisions with personal values, priorities, and legacy goals. Aaron holds himself to fiduciary standards and takes a client-centered approach to planning, helping individuals and families navigate financial decisions with clarity and confidence as they transition into and through retirement.

General retirement planning Retirement income strategy General tax planning Wealth management General estate planning guidance Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Baby Boomers (Born 1946-1964) Gen X (Born 1965-1980) Life coaching / goal alignment

Advisors near 64015

Out of 400,000+ nationwide

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Holmes O

CFA®, Series 63, Series 65

Lee's Summit, MO

Osborne Global Investors, Inc.

Active portfolio management
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Dean L

CFP®

Lees Summit, MO

Your Financial Partnership

My name is Dean Lyman, and I started Your Financial Partnership due to the financial journey my spouse and I have taken over the past 20 years. I believe all couples should have the benefit of sound financial advice – especially in those times when you have questions, like between your business and family. This is when specific knowledge and a coach to help you with the right choices can make all the difference in the long run. This counsel applies to members of all Generations, and I especially love working for couples with children. I will work with you to relieve stress about money and your business by answering your questions, helping you solidify your goals, and create an action plan to achieve them. I provide comprehensive financial advice through fee-only services. This means I don’t sell any products, so I am free of the conflicts of interest that can arise from those arrangements. I have over 20 years of experience working with clients and their finances. I am a Certified Financial Planner ™ which means I’ve passed the rigorous educational and testing requirements as well as required ongoing training to keep me current. I am also a Certified College Financial Counselor (CCFC - https://www.aiccfc.org/Team/Dean-Lyman). With my expertise, I can help you with college planning, business and retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and much more. I'm a member of several organizations to both advocate and constantly improve my knowledge: National Association of Personal Financial Advisors - (https://www.napfa.org/firm/44663/26063) Certified Financial Planner - (https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/82c12f6f-c25a-4aaf-9c5a-f06ca78f3e8f) Fee-Only Network - (https://www.feeonlynetwork.com/financial-advisor/dilworth-lyman/) On a personal note, I live in the Midwest, but I meet clients virtually throughout the US. My wife and I have five children that keep us on our toes. Our family likes activities in the outdoors and travel. If you’d like to talk to me about planning for you as a family and business, please set up a FREE conversation (https://calendly.com/your-financial-partnership/30min) with me so you can get that financial peace of mind you deserve through our partnership.

Business ownership considerations Family Business Business succession planning Founder/Business Owner
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James K

Series 66

Lee's Summit, MO

LSA TPM, LLC

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Founder/Business Owner
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Jared F

CFP®, Series 65

Independence, MO

Freedom Financial Advisors, LLC

General retirement planning Cash flow / budgeting Charitable giving & philanthropy General tax planning
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Kristine M

CFP®, Series 63, Series 65

Independence, MO

Beacon Financial Advisors, LLC

General retirement planning Income planning General tax planning College savings (529s, UTMA, etc.) Debt management
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Clint H

CFP®, Series 66

Lee's Summit, MO

NextGen Wealth

General retirement planning Cash flow / budgeting
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Jessy S

Series 66

Lake Lotawana, MO

Lakeshore Wealth Management LLC

Private / alternative investments Annuities
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Taylor B

CFA®, Series 65

Grain Valley, MO

Black Capital Management, LLC

Wealth management
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Ryan D

Series 66

Lees Summit, MO

Derks Financial, LLC

Annuities
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Michael M

Series 66

Lee's Summit, MO

Oak Road Wealth Management

Retirement plans for business owners (SEP, solo 401k) Wealth management Passive / index investing Real estate investing Founder/Business Owner
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