Jimmy Houlehan CPA

Many of the services we offer to clients are similar to what other financial advisors provide. We, however, take a look at one aspect most advisors rarely do-taxes.

Midwest Financial Partners, based in Overland Park, Kansas, is dedicated to helping clients achieve financial freedom tailored to their individual dreams and goals. With a personalized approach, the firm offers comprehensive services that guide clients through various life changes, ensuring they make informed financial decisions for their future. As a division of Midwest Financial Group LLC, the firm emphasizes a custom strategy for each client, focusing on building wealth, preparing for retirement, and planning estates. Their commitment to individualized service is underscored by a range of financial resources designed to assist clients in effective planning and management of their finances. Generated from the website

True Private Wealth Management is a trusted financial advisory firm based in Overland Park, KS, dedicated to helping driven entrepreneurs, thrifty millionaires, and retirees achieve their financial goals. With a focus on personalized guidance and relief from the complexities of wealth, True offers a range of services including business valuation, retirement income planning, estate planning, and smart money decisions. Since 2003, True has been committed to preserving and growing the wealth of their clients, providing them with actionable steps for a successful retirement and the economic freedom to make work optional. With a coordinated team of elite professionals and a wealth mindset framework, True Private Wealth Management is the go-to choice for individuals seeking to transform business success into personal wealth.Generated from the website