Asset Management in Kansas City

A Solid Investment Strategy

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Clarity To The Noise

Financial planners, in-house CPAs, estate attorneys, and insurance specialists.

Barber Financial Group specializes in working with people just like you—those who are nearing the finish line in their working career and preparing to make the transition to retirement. Our team approach allows us to have frequent communication with our clients to keep you informed of your retirement accounts and to answer any questions or concerns that may arise in the ever-changing economy.

We know you have choices when it comes to asset management in Kansas City, but Barber Financial Group is unique in that our process allows us to also expand our advisory services to your corporation sponsored retirement plans including 401(k)s. In conjunction with our in-house CPAs, estate attorneys, and insurance specialist, Barber Financial Group is a one-stop retirement planning shop!

Five Professionals Under One Roof

At Barber Financial Group, our integrated wealth management services are working together for you.

Typically, one would hire 5 different companies: 1. Financial Planner 2. Accountant 3. Insurance Agent 4. Estate Attorney 5. Social Security Consultant.

At Barber Financial, you can replace 5 relationships with 1.
Our integrated team of professionals saves you time, energy, and hassle by working together to meet your most significant and most important financial challenges — no need to manage 5 different relationships. We’ve got you covered.

Advisor Meeting Request

Talk to a professional!

At Barber Financial Group, our advisors work in a fiduciary manner which means we put your interests first. We look at the full picture to help give you the best chance of a successful retirement life. To request a free, no-obligation meeting with one of our financial advisors, fill out the form.

 

Schedule a Complimentary Consultation

Focused on your goals

When it comes to picking a financial advisor, it’s critical to make sure the focus is on YOU…your needs, your goals, your retirement. Every person that walks through the doors of a Barber Financial Group office regardless if it’s in Lenexa, Lees Summit, or the Northland has a unique situation, goals, and expectations. Our team of Advisors, CPAs, Insurance Specialists, and Estate Attorneys will listen to you and work together to create a financial plan for you.

 

Frequently Asked Questions

Should I contribute to a Roth IRA?

While the Roth IRA is a great vehicle, not everyone at every stage of life should invest in a Roth. The only way to truly answer this question is to understand when you will need this money and what your total financial picture will be when you need income. A good retirement plan will have money in taxable, tax-deferred, and tax-free (Roth) accounts. The amount you should have in each and when you should invest in each will depend on the comprehensive financial plan you have built for yourself with your financial advisor.

Advisor Meeting Request

Talk to a professional!

At Barber Financial Group, our advisors work in a fiduciary manner which means we put your interests first. We look at the full picture to help give you the best chance of a successful retirement life. To request a free, no-obligation meeting with one of our financial advisors, fill out the form.

 

Schedule a Complimentary Consultation

Fully Integrated for Your Life’s Journey

The Barber Financial Group Guided Retirement System™ offers our fully integrated system of services including investment management with our financial planning teams, forward-looking tax planning with our in-house team of CPAs, legacy planning with our estate attorneys, Social Security planning with our financial planners, and insurance planning with our insurance specialists. But that’s not all we do, we offer you clarity, confidence, and control over your financial life.