Planners/Accountants
Bender, Weltman, Thomas, Perry & Co.
The only accounting firm in Missouri that is a member of the Academy of Dental CPAs.
Andrew Hinrichs, CPA - 913-681-1350
Marr and Company
Specializes in accounting, tax, review, and audit needs of clients in the Kansas City metro area.
Jason Louk, CPA - 816-363-8700
Creative Planning, Inc.
Full-service financial planning firm consistently ranked in Barron's 100 Top Financial Advisors.
Health Care Advisors
Paul Dooley - 816-358-1177
Mission Financial Planning
Sharon Weaver - 913-948-9686
Great Plains Trust Co.
Specializes in investments, estate planning and trusts, and corporate retirement plans for individuals and businesses.
Brad Culver - 1-888-529-2776
Woodward, Hunt & Associates, CPA's, PC
Doug Hunt, CPA - 913-469-8220
Resources
Forms & Agreements Lenders Attorneys Planners/Accountants Affiliated BusinessesTransition Thoughts
Show Me the Money
A couple of recent meetings with prospective clients raised an issue that I believe needs to be addressed immediately. Both mentioned early in our conversations that they knew “this was not a good time to put their . . . Read full post
Testimonials
Craig Gaugh, DDS – Overland Park, Kansas
Timothy Morrow, DDS – Independence, MO
