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As a wealth management firm we strive to go beyond investments and to deliver a full range of financial services in a consultative way. No client is the same therefore the approach to each client cannot be same. We work with you one on one to understand your unique financial situation so we can offer financial and investment advice, accounting and tax services, debt management, estate planning, asset protection, and risk analysis.

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As a wealth management firm we strive to go beyond investments and to deliver a full range of financial services in a consultative way. No client is the same therefore the approach to each client cannot be same. We work with you one on one to understand your unique financial situation so we can offer financial and investment advice, accounting and tax services, debt management, estate planning, asset protection, and risk analysis.
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Best Financial Services Gardner ee | bestfinancialkc.com Reviews

https://bestfinancialkc.com

As a wealth management firm we strive to go beyond investments and to deliver a full range of financial services in a consultative way. No client is the same therefore the approach to each client cannot be same. We work with you one on one to understand your unique financial situation so we can offer financial and investment advice, accounting and tax services, debt management, estate planning, asset protection, and risk analysis.

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bestfinancialkc.com bestfinancialkc.com
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Do you know how much money you will need for retirement?

http://www.bestfinancialkc.com/p/are-you-prepared

11111 West 95th Street. Overland Park, KS 66214. Investment Analysis and Portfolio Planning. Streetscape (For NFS Accounts). Do you know how much money you will need for retirement? Most people have no idea how much money they will need to maintain their lifestyle throughout 20 to 30 years in retirement? Will your retirement savings survive the next market meltdown? Is your family protected? What would happen to your family in the event of a sudden death, disability or a long-term illness? FINRA Series 7...

2

All Calculators | Gardner Lee, CMFC®, IAR

http://www.bestfinancialkc.com/resource-center/calculators

11111 West 95th Street. Overland Park, KS 66214. Investment Analysis and Portfolio Planning. Streetscape (For NFS Accounts). A Look at Systematic Withdrawals. Roth 401(k) vs. Traditional 401(k). Potential Income from an IRA. Taxable vs. Tax-Deferred Savings. How Compound Interest Works. What Is My Risk Tolerance? What Is the Dividend Yield? Impact of Taxes and Inflation. Contributing to an IRA? Capital Gains Tax Estimator. What Is My Current Cash Flow? Paying Off a Credit Card. Sign up for my Newsletter.

3

Forms & Documents

http://www.bestfinancialkc.com/p/forms

11111 West 95th Street. Overland Park, KS 66214. Investment Analysis and Portfolio Planning. Streetscape (For NFS Accounts). Please fill out and bring with you to your first appointment New Paperwork. Other Forms and Information. Client Change of information. ABCs of Mutual Funds. Sign up for my Newsletter. Error processing your request. Please try again at a later time. Check the background of your financial professional on FINRA's BrokerCheck. 11111 West 95th Street,.

4

Monthly Newsletters

http://www.bestfinancialkc.com/p/newsletters

11111 West 95th Street. Overland Park, KS 66214. Investment Analysis and Portfolio Planning. Streetscape (For NFS Accounts). We Email monthly newsletters to keep you updated with current events, what's going on with the markets, and important things in life.  If you missed one . click below! Sign up for my Newsletter. Error processing your request. Please try again at a later time. Check the background of your financial professional on FINRA's BrokerCheck. 11111 West 95th Street,.

5

Core Values-comprehensive financial planning.

http://www.bestfinancialkc.com/p/core-values

11111 West 95th Street. Overland Park, KS 66214. Investment Analysis and Portfolio Planning. Streetscape (For NFS Accounts). We believe in the value of comprehensive financial planning. Financial planning involves the intelligent, strategic coordination of your insurance, investment, tax, retirement, asset protection and estate planning. Thorough and effective planning in each complex area is critical to your achieving long-term financial success and security. Sign up for my Newsletter. A Registered Inve...

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How BEST is Different. For our BEST Clients. Start A Plan NOW. Markets at a Glance. 11111 West 95th Street. Suite 204. Start A Plan NOW. Start A Plan NOW. Your BEST Financial Future is our Business! Today's economic environment presents many challenges. But along with these challenges comes. Opportunities and potential rewards for those who can identify long-term trends. Our site www.BestFinancialKC.com. An Introduction to Trusts. HOT TOPIC: Low Volatility: Calm Before the Storm? Several key factors have...

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Best Rates . Best Service . Simply the Best! Call Us at 401-490-3210. RI License NMLS #22371. MA broker license #MB2485. Whether you are consolidating your debt, refinancing your home, or buying your first house, We at Best Financial Mortgage have the expertise to make it a fast, easy, and enjoyable process. Whether you are a current homeowner, looking into buying or selling a home or a real estate agent, Best Financial Mortgage Services will be there to make your transaction easy, fast and pleasant.