1

Consultants

42

Years of experience

1

Local Offices

We Stay Focused on Market Trends, so You Don't Have To

Livin’ the Dream

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

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.


What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance.

Tax
Planning

Investment Management

Retirement
Management

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

Preparation is the Key to Retirement

Preparation is the Key to Retirement

The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.
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Important Birthdays Over 50

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
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Financial Aid for Students 101

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Learn More

Our Professional

Learn How We Can Help You

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