President - Lee's Summit Office
Bud Kasper

Bud Kasper has been a fixture in the financial world of the Kansas City area for over 30 years, offering targeted investment and planning solutions based on his clients specific and personal objectives. His goal is to create trust with each client by educating them about financial solutions based on his experience and in-depth knowledge of current economic conditions.

Bud is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Accredited Investment Fiduciary (AIF®) and has passed his insurance and Series 7 and 63 securities exams. Bud is dedicated to creating effective solutions in the areas of asset management, estate planning, retirement planning, and insurance. Bud is also the co-host of the nationally syndicated show “America’s Wealth Management Show”.

Let’s Talk

Schedule a Complimentary Consultation or 20-Minute Ask Anything Session

Select the office you would like to meet with. We can meet in-person, by virtual meeting, or by phone. Next you’ll give us some details about yourself, select a 20-minute ask anything session or a detailed hour-long complimentary consultation, and schedule your meeting with one of our CERTIFIED FINANCIAL PLANNER™ professionals. No cost, no obligation. Start by selecting a location below.

 Lenexa Office  Lee’s Summit Office  North Kansas City Office

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