About
Holistic Planning is a Financial Planner in Kansas City providing retirement planning, investment management, and comprehensive financial guidance to help individuals and families plan with confidence
Holistic Planning is a trusted Financial Planner in Kansas City helping individuals, families, and busy professionals make confident financial decisions. As a Financial Advisor Kansas City residents rely on, we provide comprehensive planning that integrates investment management, retirement income strategy, and tax-aware coordination into one clear plan. We believe financial advice should be personal, proactive, and grounded in long-term relationships. Whether you are building wealth, preparing...
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Services
Retirement Planning
Tax Planning
Financial Planning
Estate Planning
Investment Management
Wealth Management
Inheritance Planning
Asset Management
Business Sale Planning
Financial Advisor
Financial Planner Kansas City
Financial Advisor Kansas City
View All Services (21)
Contact
Service Areas
- Kansas City, MO, USA
- Westwood, KS, USA
- Leawood, KS, USA
- Overland Park, KS, USA
- Lee's Summit, MO, USA
- Parkville, MO, USA
- Mission, KS, USA
- United States
Current Hours
- Sun CLOSED
- Mon 8:00 AM - 5:00 PM
- Tue 8:00 AM - 5:00 PM
- Wed 8:00 AM - 5:00 PM
- Thu 8:00 AM - 5:00 PM
- Fri 8:00 AM - 5:00 PM
- Sat CLOSED
-
Thu 8:00 AM - 5:00 PMOPEN NOW
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Detailed Information
- Location Typeunknown
- Opening Dateunknown
- Annual Revenue Estimateunknown
- SIC Code show
- Employeesunknown
- Contactsshow
- Director of Marketing Macy Vulgamore
- Phone 8167910900
- Email [email protected]
- Financial Advisor Mitchell Smith
- Phone 8167910900
- Email [email protected]
- Financial Advisor Kyle Hogan
- Phone 8167910900
- Email [email protected]