Pillar Financial Planning
Helping business owners & physicians reduce taxes, build meaningful wealth, and reach financial independence faster.
What Sets Us Apart:
Proactive Tax Planning
I work with business owners and 1099 professionals to review financial information throughout the year, identifying relevant federal and state credits, deductions, and tax obligations to support informed decision-making.Preparing for the Transition to Retirement
I help those in their 40s and 50s make intentional decisions around savings, investments, and benefits so they are well-positioned for retirement, not scrambling to fix things later.Tax-Efficient Retirement Income
I help convert your portfolio into a tax-smart distribution strategy for retirement. So you keep more of what you've earned.Fee-Only Fiduciary Commitment
I do not accept commissions, referral fees, or any other form of compensation from third parties. All potential conflicts of interest are fully disclosed, ensuring complete transparency in every recommendation.Virtual, Flexible, and Accountable
Proudly serving Raymore, Overland Park, Lee’s Summit, Leawood, and the greater Kansas City area through convenient virtual meetings.Collaborative Network of Experts
I coordinate with independent CPAs, insurance professionals, and estate planning attorneys to ensure every piece of your financial life works together.
Leading with Planning
Planning is an action. It is understanding where you are in life and what you want to accomplish. Then it is figuring out your defensive strategies, offensive pushes, and executing at a high level.
Team of Experts
Work with a team of independent founders that coordinate virtually on your behalf to execute on agreed steps.
Regular Meetings
Meet quarterly with preset agendas to review savings rate, tax efficiency, investments, retirement withdrawals, employer benefits, and all of life in between.
Navigating Life With You
Pillar Financial Planning is a fee-only financial planning firm that offer multiple ways to engaged on your terms. Between hourly work, ongoing financial planning, and investment management. You choose how to engage.
Pillar Financial Planning is focused on bringing you real results. By partnering with independent CPAs, Estate Planning Attorney’s, health insurance, Life & Disability insurance, and other experts. You get multiple perspective with no revenue splits, no games.
How To Get Started
Interview Me
Data Gathering
Vision Meeting
Recommendation & Implementation
