Franklin Covey

Waddell & Reed, based in Leawood, KS, is a financial services company that specializes in providing investment management and financial planning services to individuals and institutions. With a focus on helping clients achieve their financial goals, Waddell & Reed offers a range of investment products and personalized financial advice to support long-term financial success. Generated from their business information

Creative Planning Legal, based in Leawood, KS, operates the Will & Trust Center, specializing in estate planning and trusts. The skilled attorneys at the center craft personalized estate plans to safeguard wealth and protect families. Taking into account individual goals and family dynamics, they tailor a combination of legal documents to secure assets for the benefit of loved ones and important causes. At the Will & Trust Center, clients can access a range of estate planning services, including wills, living trusts, irrevocable trusts, and charitable trusts. The center also assists in wealth transfer strategies, ensuring a smooth transition of assets to future generations while minimizing tax burdens. Through a mix of trusts, gifting techniques, and family partnerships, they help preserve family assets and financial legacies. Generated from the website content