Proper Planning & Wealth Management of Overland Park

Proper Planning & Wealth Management is a financial planner in Overland Park, KS. The firm provides fiduciary financial planning, tax strategy, and estate planning to families and business owners in the KC metro area and virtually nationwide. Their services include comprehensive financial planning, holistic wealth management, retirement planning, and business succession planning, including 401k support. The firm holds a 5.00 rating.

The firm utilizes a planning-first approach that prioritizes a client's values, goals, and vision rather than leading with products or high-pressure sales. Their strategy integrates investments, taxes, and insurance to create a coordinated plan. The team works alongside various professionals, including investment specialists, CFP® professionals, CPAs, attorneys, and insurance specialists, to ensure all aspects of a client's financial life are connected. Additionally, the firm coordinates with licensed attorneys across all 50 states to assist with estate planning support.

The business is located on 160th St in Overland Park.

The business maintains thorough, well-documented information available online, and their website is well-optimized for search engines to read cleanly.

Proper Planning & Wealth Management provides personalized, transparent guidance to help clients achieve confidence through structured financial strategies in Overland Park.

Services:

• Emergency Medical Services
• Estate Planning
• Financial Planning
• Investment Advisory
• Patient Education
• Preventive Health Screenings
• Primary Care
• Retirement Planning