Kansas City has many financial advisors who can meet your requirements. Here are a few of them: Prairie Capital Management, Windward Private Wealth Management, Atwood & Palmer, and Fortune Financial. These firms specialize in different aspects of financial planning and management.
Prairie Capital Management
Prairie Capital Management, an investment advisory firm, is located in Kansas City. They manage assets totaling $6.2 million and oversee assets of 2,528 accounts. Their clients include high-net-worth individuals, corporations, and pooled investment vehicles. They also manage 401(k) plans, IRAs, and estates. Although the firm is not registered as an investment advisor or broker-dealer, it acts as a custodian.
Prairie Capital Management's fees vary depending on what services they offer to their clients. Fees typically include a mixture of fee types such as hourly or asset-based charges, fixed fees, and performance-based ones. Prairie Capital Management is able to help you make the best financial decisions, regardless of your financial situation.
Windward Private Wealth Management
Windward Private Wealth Management, with offices in North Kansas City or Overland Park, offers financial planning and wealth-management services. Their professionals work with clients to protect and analyze their portfolio valuations. Darrell Windward is the founder of the firm and has more 30 years experience. He is a specialist in helping clients achieve their financial dreams. His clients also benefit from his expertise in helping to save taxes and preserve capital.
Windward Private Wealth Management's mission is to help clients reach their financial goals, and ultimately achieve financial freedom. They provide comprehensive financial planning, tax preparation and investment management. The firm also provides relationship management and can connect clients with other business professionals. Its team also includes a Certified Financial Planner(CFP) as well as a lead planner.
Atwood & Palmer
Atwood & Palmer, Inc, a Kansas City, Missouri, based financial advisor, offers services. They manage 435 client account and approximately $1.3Billion in assets. Five financial advisors are part of their staff. They do not operate as a registered broker-dealer, but rather act as a registered investment adviser. Securities can be used to diversify your financial assets.
There are several fee structures offered by the firm. Fixed-fee and asset-based models are offered. This fee structure aligns client and advisor interests. This fee structure does not include brokerage commissions, interest, or taxes.
Fortune Financial
Founded more than a decade ago, Fortune Financial Advisors in Kansas City provides comprehensive wealth management services for individuals, businesses, and families. The firm's team of financial advisors specializes in creating strategies that help clients meet their goals and achieve financial success. Their expertise includes business consulting, fiduciary services, retirement planning, and career goal setting.
The firm offers fee-only financial planning services for clients, as well as multiple investment services. Advisors at the firm provide one-stop financial services that integrate each client's financial needs into a customized holistic plan.
FAQ
How do you choose a consultant to help me?
There are three major factors you should consider:
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Experience - How many years of experience is this consultant? Is she a beginner, intermediate, advanced, expert, or something else? Does her resume reflect the knowledge and skills she has?
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Education - What did this person study in school? Did he/she go on to further education after graduation? Can we see evidence of that learning in the way s/he writes?
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Personality - How do we feel about this person? Would we want him/her to work for us?
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These questions will help us determine if the consultant is right to meet our needs. If you don't have clear answers, it may be worth meeting with the candidate for an interview.
What are some of the advantages to being a Consultant?
Consultants often have the option to choose when and what they do.
This means that you are able to work from wherever you're at any time.
You can also easily change your mind, without worrying about losing any money.
Finally, your income can be controlled and you can set your own hours.
How does consulting differ from freelancing?
Freelancers can be self-employed people who provide their services to clients, without the involvement of employees. Hourly rates are usually charged based on the time they spend working on a client’s project. Consultants are usually employed by companies or agencies. Their salaries are often paid monthly, or annually.
Consultants have less flexibility than freelancers because they can control their work hours, and set their own prices. But consultants have more benefits like vacation days, health insurance and retirement plans.
Can anyone be a consultant?
A consultant is someone who can help you reach your goal by providing advice on ways to make things better, more cost-effective, etc.
Consulting can be a great way to solve problems, make informed decisions, and work with others.
Consultants are often hired to help with specific tasks and projects.
In fact, most consultants are paid hourly or daily rates rather than per project.
How do I attract clients to my consultancy business
It is important to identify an area of passion. You could choose anything from public relations to social media, but it should be something you love. If you don't feel passionate about it, you might need to start small with web design. Once you have identified the niche, be sure to fully understand its characteristics. What problems can it solve? Why should people use it? But most importantly, what can you do to help them?
You can also try approaching businesses directly - perhaps they need someone who understands SEO or content creation, or maybe they just want to know where to go for advice on social media strategy.
If all else fails offer your services for free at networking events and conferences. It's a great way to get in touch with potential customers, without spending too much on advertising.
What is the cost of hiring a consultant?
Many factors go into determining how much it costs to hire a consultant. These include:
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Project size
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Time frame
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Scope of work
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Fees
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Deliverables
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Other factors to consider include location, experience, and other considerations.
Statistics
- 67% of consultants start their consulting businesses after quitting their jobs, while 33% start while they're still at their jobs. (consultingsuccess.com)
- On average, your program increases the sales team's performance by 33%. (consultingsuccess.com)
- My 10 years of experience and 6-step program have helped over 20 clients boost their sales by an average of 33% in 6 months. (consultingsuccess.com)
- According to IBISWorld, revenues in the consulting industry will exceed $261 billion in 2020. (nerdwallet.com)
- Over 62% of consultants were dissatisfied with their former jobs before starting their consulting business. (consultingsuccess.com)
External Links
How To
How Do I Find A Good Consultant?
Understanding your needs is the first step to finding the right consultant. Do you want them to help you improve your website's performance? Are you looking for them to help optimize your website to rank higher on search engines? You might also want someone to help you determine if your hosting provider is in trouble. You need to know what kind of services you want, and then you can begin looking at other companies. Many consultants claim that they can offer these services. But only a small percentage of them are able to deliver. How can you pick the right one? Here are some considerations when choosing a consultant.
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Get referrals. This is the best way to select a consultant. You don't want to hire someone you've never heard of before because you'll likely pay too much. However, you don't want work with someone who has a bad reputation. If you are lucky enough to be referred by people you trust, that's awesome! Even if you don’t have any referrals, you can still look online for reviews. Seek out testimonials from satisfied clients.
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Ask around. Many people are not aware of the benefits of hiring a consultant. They believe that because they're doing well, they don’t need to make any changes. This is often false. Even if you have great results right now you probably haven't been keeping pace with new technologies or trends. Your business could be missing out if it relies on outdated methods. It's always worth asking around to see if anyone knows of a good consultant.
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You should verify their qualifications. It doesn't matter if you are looking for a consultant to help you build a blog or launch a multimillion-dollar eCommerce site, you need to make sure they have the right skills to manage your project. It doesn't matter if they are qualified for the task or not; make sure they are knowledgeable in the field.
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Find out what kind of projects they specialize in. While you might assume that everyone can handle everything, this isn't true. Some areas require specific education or training. You won't hire a Drupal developer if you need to build a WordPress template. The same applies to programming languages, graphic design and other areas. Be sure to ask what kinds of projects they typically work on.
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Be aware of their fees. As we mentioned, it is important to know what they charge. You also don't want too much. Consultants come in many sizes and shapes. Some consultants bill by the hour, while others charge per project. You can save money by knowing upfront exactly what you will be paying.
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Understand what they offer. Do they offer free consultations? Can they provide advice on how to setup your own system? Is there a guarantee that your site will rank higher after working with them? If you don’t like the information you receive during your consultation, you can cancel it without penalty.
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You can also find out if they offer discounts on multiple months or over years. Many consultants offer extended discounts for long periods. Even though you do not necessarily have to commit to a whole year of service, you might still be able to benefit from any specials they offer.