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How Does a Financial Advisor in Kansas City Help You?
May 10, 2021 at 11:00 PM
Brainstorming over paper

Have you sat down to evaluate your financial position recently? And are you saving for retirement and making investments for a secure future?

In the meantime, it’s likely that, like almost all Kansas City residents, you have financial goals you’d like to achieve.

If you’ve run into problems with any of these financially responsible tasks, you should certainly learn about how a financial advisor in Kansas City can help you.

They guide you closely in achieving long-term financial independence through savings and interest, investment returns, and reduced tax liability, and other crucial services.

What is a financial advisor?

A financial advisor is a qualified and licensed professional who helps you with organizing your finances. They help you save and make investments for your retirement. At the same time, they help you with budgeting, investing, and tax strategies.

As you work with a financial advisor in Kansas City, they design and implement uniquely personalized strategies to strengthen your financial position.

What services does a financial advisor provide?

Financial advisors have different areas of specialty and certifications.

For example, here at OWLFI, our financial solutions include:

  • Retirement planning
  • Tax and accounting
  • Home, auto, and commercial insurance

Various advisors each have their own selection of services, depending on their expertise.

Here are a few crucial financial advisory services you may be interested to learn about the most:

Retirement planning

Whatever your current stage in life, it’s never too early to start planning for security, independence, and comfort after you retire. In fact, the sooner you start, the more progress you can make.

A financial advisor works with you to decide on the right retirements for your specific situation. That could be IRA, Roth, 401(k), etc.

You also get guidance with critical financial decisions. That includes the type of mortgage that’s most appropriate for you and whether you should pay it off or refinance it.

On your path to a comfortable retirement, you’ll also achieve your short and medium-term financial goals.

Tax and accounting

As we see with our clients every day, proper tax planning is one of the most effective ways to save. A financial advisor assists you with this by reallocating your assets to minimize tax liability.

Adjusting your tax situation makes it possible to save across your accounts and investments. This means you can reach retirement savings goals sooner and build a larger nestegg.

For business owners and executives, this makes it possible to keep your record-keeping current and orderly at filing time and all throughout the year.

By taking care of your accounting, financial advisors help you minimize tax exposure further. And, as they maintain oversight of your financial health, they can continually monitor for new opportunities to mitigate risk.


Protecting your assets should always be part of your financial planning strategy. When your financial advisor offers this strategy, it complements their other products to create a more comprehensive plan.

Working with a qualified advisor enables you to receive guidance on transferring risk across all your assets to minimize exposure. As a result, you get access to significantly more affordable insurance rates.

For OWLFI clients, our partnerships with 23 of the nation’s leading providers mean the savings come with exceptionally secure coverage.

Work with a broadly capable financial advisor in Kansas City

Working with a financial advisor can certainly help you meet your financial goals sooner and navigate retirement with confidence. At OWLFI, we achieve enhanced results by also serving as your CPA and estate planning attorney. Contact us today for your first consultation.