Steffes Financial is an independent, fee-only financial advisory firm based in Overland Park, Kansas. The firm describes financial planning as a lifelong partnership, built around each client’s family, values, and vision. Its services cover many aspects of financial life, including comprehensive financial planning, retirement planning, investment strategy, tax planning, trust and estate planning, and business and exit planning.

Steffes Financial helps clients organize their finances, clarify goals, make informed decisions, and prepare for changes such as retirement, a business sale, or passing a business to the next generation. Its investment approach emphasizes disciplined, long-term growth aligned with clients’ goals and comfort with risk. The firm also works with clients’ other professional advisers to coordinate tax and legacy planning.

Its process begins with an introductory conversation, followed by an in-depth discovery, a review of the client’s financial picture, and a long-term plan. Regular meetings help keep that plan aligned as life changes, with the firm emphasizing personal relationships and responsive service