The Overland Park financial planning team affiliated with Commonwealth Financial Network helps individuals and families develop tailored strategies for their financial lives. With more than 13 years of experience, the advisors emphasize understanding each client’s circumstances and goals before offering guidance, and aim to recommend solutions based on clients’ interests rather than proprietary products or standardized plans.

Services include wealth management, retirement consulting, financial planning, investment management, education planning, estate planning, tax planning, and risk management. The team also provides guidance for employers and employees. Its approach combines long-term client relationships and personalized advice with research resources and an integrated technology platform that offers clients online access to investment information and financial markets.

Commonwealth Financial Network is an independent registered investment adviser-broker/dealer, and the local practice draws on its resources, experience, and support while operating independently. The firm’s website offers market news, financial articles, calculators, and a client login, as well as consultations for prospective clients.