Livin’ the Dream
At Kaufmann Financial in Kansas City, we feel that we are “Livin’ the Dream”. Our goal is to help you work towards your dreams. Your dream of retiring with financial independence. Your dream of working towards building income so that you can see the world. Your dream of helping educate your children and grandchildren.
We have been serving the community since 1983. We invite you to become part of our financial family.
What We Bring to the Table
We can help take the mystery out of preparing for today and tomorrow. Whether you are investing in building wealth, protecting your family, or preserving your assets, our personalized service focuses on your needs, wants, and long-term goals.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
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Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
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