Financial-Management Consultants

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Balanced Financial Planning, located in Overland Park, KS, specializes in Fee-Only financial planning services and investment advice tailored specifically for women and families. Committed to a fiduciary standard, the firm prioritizes its clients' best interests, ensuring that financial strategies align with their unique goals. The firm's approach focuses on understanding clients' financial situations and providing personalized plans that encompass cash flow optimization, tax planning, and risk management. With ongoing support options available, Balanced Financial Planning emphasizes the importance of maintaining a long-term relationship to navigate the evolving financial landscape. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy