FIDUCIARY FINANCIAL PLANNING THAT MOVES YOU TOWARD THE LIFE YOU ENVISION
When you are looking for a financial advisor, you want to make sure that whoever you choose puts your needs first, not their own. Our Overland Park, KS-based firm strives to earn your trust by providing fiduciary recommendations that always put you, and your unique goals, first.
When you work with us, we will lay out your financial options and expected outcomes so you can choose your optimal path forward. Should your life and financial priorities change, our advisory team will be there to help you navigate these new transitions and adjust your course accordingly.
WHY PARTNER WITH BEYOND WEALTH?
We offer a collaborative, personalized approach to financial planning that goes beyond giving you a standard plan to follow, like many financial advisors prescribe. Our goal is to connect your wealth to your life goals, and empower you to choose the financial path that feels right for you.
Our unique “Good, Better, Best” model provides three optimal financial plans to choose from—one that’s good, one that’s better, and one that’s best. And while the “best” financial plan may seem like the obvious choice, we will take the time to make sure you understand the lifestyle tradeoffs that may be required to make that path a reality.
Going through this analysis together can help you clarify your priorities and put you on a path to achieving your goals in a way that feels right to you.
WEALTH MANAGEMENT SERVICES
PERSONALIZED TO YOUR NEEDS
We offer an array of financial and investment services to help tackle all parts of your financial life. Rather than handing you a one-size-fits-all package, we will recommend services based on what you need.
Our services include:
Financial Goal Planning
Cash Flow Planning
Investment Analysis and Risk Review
Investment Management
Tax Planning
Retirement Analysis
Insurance Analysis and Protection Strategy Review
Employee Benefits Analysis and Optimization Strategy
Debt Management
Education Planning
Executive Compensation Planning—Stock Options, RSUs, and Deferred Compensation Plans
INVESTMENT MANAGEMENT TO
HELP YOU REACH YOUR GOALS
Investment management isn’t our only focus, but it is an integral part of every client’s financial plan. We see your portfolio as crucial in attaining the long-term returns you need to achieve your goals. Specifically, we base our investment approach on the following:
IN-HOUSE INVESTMENT COMMITTEE
Your investments are too important to outsource. Your portfolio will be managed by our in-house investment team. We draw on rigorous analysis to ensure each investment is appropriate for your portfolio.
A DYNAMIC PROCESS
We build portfolios through dynamic asset allocation—meaning we look for investments that have optimal tradeoffs between risk and reward, while keeping fees low. Our real-world strategy is one that has been tested in all kinds of market conditions. It is also one based on cost-efficiency and transparency—we strive to explain our strategies in clear, easy-to-understand language. Our approach is best described as bringing calculation and common sense to your investments.
KNOWLEDGE AND EXPERIENCE
Our team members have global experience in portfolio selection and implementation. Our certifications include the CFA® designation, which is considered the “gold standard” in the investment management world for stringent ethical and professional standards.
PRACTICING WHAT WE PREACH
We stand behind our investments. We personally invest in the same portfolios as our clients because we truly believe that they’re the best available.
FINANCIAL ADVICE FOR BUSY PEOPLE
FACING COMPLEX SITUATIONS
Wealth management should mean more than growing your wealth. It should mean empowering you to live your best life.
