(913) 815-0084

Comprehensive Wealth Planning, LLC
Comprehensive Wealth Planning, LLC

(913) 815-0084

Retirement | Investments | Tax Planning | Estate Planning | Risk Management

Manage. Grow. Protect. Give. ℠

Manage. Grow. Protect. Give. ℠Manage. Grow. Protect. Give. ℠Manage. Grow. Protect. Give. ℠
Start Now
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Retirement | Investments | Tax Planning | Estate Planning | Risk Management

Manage. Grow. Protect. Give. ℠

Manage. Grow. Protect. Give. ℠Manage. Grow. Protect. Give. ℠Manage. Grow. Protect. Give. ℠
Start Now
Schedule Appointment

About Us

Financial goals planning

Goal-Based Planning

We are a boutique financial planning firm, with big firm experience, tools, and resources. We help create and implement plans to meet both short-term and long-term goals. Our comprehensive goal-based plans are individually customized and can include strategies to help:

  • Manage your money and enjoy the present.
  • Grow your assets to provide for the future.
  • Protect your family, lifestyle, and property.
  • Give to people and causes important to you. 

Financial priorities

Focus Areas

Our plans can incorporate one or more of the following focus areas: 

  • Financial Planning
  • Money Management
  • Investment Management
  • Wealth Management
  • Tax Minimization Planning
  • Retirement Planning
  • Social Security
  • Saving for College
  • Business Planning and Succession
  • Estate Planning*
  • Charitable Giving
  • Risk Management (Insurance)
  • Retirement Plans (401k, SEP, SIMPLE, etc.)

Financial planning process

A Proven Approach

  • Step 1: First, we start by gaining an understanding of your personal and financial circumstances.
  • Step 2: Next, we help you indentify and select goals.
  • Steps 3-5: Then, we analyze your current course of action against potential alternatives and help you choose a plan that best fits your needs.
  • Steps 6-7: Afterwards, we implement and monitor your plan.

American flag veteran military

Why Us?

  • We are a veteran-owned, independent, Registered Investment Advisor (RIA) serving clients nationally.
  • We use industry-leading tools and technology.  
  • We are committed to ethics, integrity, and confidentiality.
  • When you choose us, you can count on thorough analysis, unbiased recommendations, and impartial guidance.

Our Team

William "Nick" Jenkins

William "Nick" Jenkins, J.D., CFP®

Nick is a CERTIFIED FINANCIAL PLANNER™ and a licensed attorney. He serves as the firm's Principal Planner, as he has extensive experience in: wealth management, financial planning, retirement planning, education funding, tax planning, estate planning, business planning, money management, social security, insurance, and annuities. He is driven by his passion to be a trusted advisor to families, individuals, and business professionals, helping them build their wealth, protect what they’ve built, enjoy what they’ve earned, and leave the legacy they choose for their heirs and community. Nick believes a client’s strategy should be clear, concise, and easy to implement and understand.


Prior to becoming an attorney and a CERTIFIED FINANCIAL PLANNER™, Nick was a U.S. Army Infantry Officer.  Nick is a combat veteran of the Iraq War, where he received a Bronze Star Medal. After continuously serving in the Army (Active Duty and National Guard) since 1999, Nick retired in 2021 with twenty-two years of honorable service. While serving in the Kansas National Guard, Nick also served as a Kansas State Trooper from 2007-2011.  Nick's integrity, attention to detail, and commitment to excellence served him well both in the Army and as a State Trooper; he now focuses those attributes on serving his clients.


Education:

  • Juris Doctor - University of Kansas School of Law, 2014 (Received certificates in Tax Law, Business & Commercial Law, and Advocacy/Litigation; Staff Editor of Kansas Journal of Law and Public Policy)
  • Bachelor of Science - Criminal Justice - University of Central Missouri, 2004
  • Associate in Arts - Military Science - Wentworth Military Academy, 2002 (Received U.S. Army Officer Commission)


Bar and Court Admissions:

  • Kansas
  • Missouri
  • U.S. District Court, District of Kansas


Professional Organizations:

  • Kansas Bar Association
  • Missouri Bar Association
  • Earl E. O'Connor American Inn of Court (Board of Directors)
  • Veterans of Foreign Wars (Post 7397; Life Member)
  • American Legion (Post 370)
  • National Infantry Association (Life Member)
  • National Guard Association of the United States (Life Member)
  • Kukkiwon (World Taekwondo Headquarters; Life Member)

Brenda Jenkins

Brenda Jenkins

Brenda serves as the firm's Client Service Manager.  She was born in Puerto Rico, and at a young age her family moved to the Continental United States. She later attended the University of Central Missouri.  She is a member of a large family, and she has experience working in management and customer service.  Her main objective at the firm is to interact with clients to ensure a quality experience, while taking into account the unique aspects of each client’s circumstances.  Brenda is bilingual, fluent in both English and Spanish.

Q & A

Please contact us if you cannot find an answer to your question.

Streamlining your financial life can reduce stress and save time, thus helping you stay on top of your goals and avoid costly mistakes. These practical tips can help you get started.


1. Set Up Direct Deposit
Skip trips to the bank and ensure your paychecks, Social Security benefits, or other income sources go straight into your account. Direct deposit is fast, secure, and reduces the chance of lost or delayed payments.


2. Automate Bill Payments
Avoid missed deadlines, interest charges, and late fees by setting up automatic payments for recurring bills like utilities, credit cards, and mortgage payments. Many banks and service providers offer this feature, so you can “set it and forget it.”


3. Consolidate Accounts
If you’re juggling multiple checking, savings, or retirement accounts, consider consolidating them. Fewer accounts mean fewer passwords, fewer statements, and less time spent tracking balances. This is especially helpful for investment accounts—consolidating into one brokerage can give you a clearer picture of your portfolio.


4. Use Automated Money Management Tools
There are many apps that can track your spending, budgeting, and investments in one place. These tools make it easy to stay organized and see your financial health at a glance.


5. Automate Your Savings
Whether you’re saving for retirement, a vacation, or an emergency fund, automation is your friend. Set up automatic transfers to savings or retirement accounts each month so you’re always working toward your goals without even thinking about it.


6. Update Legal Documents
It's a good idea to review and/or update your legal documents (trust or will, powers of attorney, healthcare directives, etc.) every few years. If your circumstances have changed (birth of a child or grandchild, moved to a new state, started a new job, death in the family, etc.) make sure your documents reflect your current wishes.


7. Organize Your Filing System
Create a clear system for managing financial documents, whether digital or physical. Sort important files like tax records, insurance policies, and account statements into labeled folders so you can easily find what you need. Throw away outdated paperwork to reduce your physical and mental clutter.

Taxes play a significant role in shaping your investment returns, thus making it essential to implement strategies that reduce your tax burden while fostering growth. A tax-efficient investment plan helps ensure that more of your hard-earned money stays invested and working for you.


1. Maximize Tax-Advantaged Accounts

Leverage investment accounts that provide tax benefits:

  • 401(k) and IRA Accounts: Traditional 401(k)s and IRAs reduce taxable income now, while Roth accounts allow for tax-free withdrawals in retirement.
  • Health Savings Accounts (HSAs): If eligible, HSAs offer tax-deductible contributions, tax-free growth, and tax-free withdrawals for medical expenses.
  • 529 Plans: Designed for education savings, these accounts provide tax-free growth and withdrawals for qualified expenses.

Contributing as much as possible to these accounts helps lower taxable income while boosting investment growth.


2. Smart Asset Placement

Different investments have varying tax implications, so choosing the right account type for each asset is key.

  • Tax-Deferred Accounts: Ideal for income-generating assets such as bonds, REITs, and actively managed funds that may produce taxable distributions.
  • Taxable Accounts: Best suited for tax-efficient investments like index funds, ETFs, or stocks intended for long-term holding to benefit from favorable capital gains tax rates.

3. Use Tax-Loss Harvesting

Offset capital gains by strategically selling underperforming assets at a loss. This technique can help reduce taxable income and may allow for up to $3,000 in deductions per year, with unused losses carried forward for future tax benefits.


4. Hold Investments for the Long Term

Short-term capital gains are taxed at higher rates than long-term gains. By holding investments for over a year, you can take advantage of reduced tax rates and maximize returns.


5. Regularly Review Your Strategy

As tax laws and personal financial situations change, revisiting your tax strategy annually helps keep your investment plan optimized.


Take Control of Your Investment Strategy

Implementing a thoughtful tax strategy allows you to grow your wealth while keeping more of your earnings. If you need expert advice on creating a tax-efficient investment approach, contact us or schedule an appointment for a personalized consultation. Our goal is to use informed strategies to help you achieve your goals.

For many parents and grandparents, deciding how to allocate saving between a loved one’s college education and their own retirement can be challenging. Both are important financial goals, and it’s essential to strike the right balance so that neither is compromised. Below are some strategies to help you manage both priorities effectively.


1. Put Retirement First

While it may be tempting to prioritize a child’s or grandchild’s college fund, securing your own financial future should come first. Unlike education, which has funding options like scholarships, grants, and student loans, there are no loans for retirement. Ensuring a well-funded retirement prevents you from becoming financially dependent on others later.

Maximize contributions to tax-advantaged retirement accounts like a 401(k) or IRA and take full advantage of any employer matching contributions. A good rule of thumb is to save at least 15% of your gross income toward retirement.


2. Save for Both Goals Simultaneously

You don’t have to choose one over the other—start early and contribute to both. Setting up automatic contributions to both a college savings plan, such as a 529 plan, and your retirement accounts allows your savings to grow steadily over time. Even small, consistent contributions can compound significantly.


3. Use Tax-Advantaged Savings Accounts

Retirement Accounts: 401(k)s, IRAs, and Roth IRAs provide tax benefits that help maximize long-term savings for retirement.

529 College Savings Plans: These accounts grow tax-free and offer tax-free withdrawals for qualified educational expenses, making them an excellent option for funding higher education.


4. Encourage the Student to Contribute

Students can help offset education costs by applying for scholarships, grants, and work-study opportunities. Encouraging part-time work and budgeting skills can also help reduce reliance on loans while teaching valuable financial responsibility.


5. Adjust Savings Based on Your Timeline

If retirement is decades away and college is approaching soon, you might contribute more toward education in the short term. Conversely, if retirement is near, prioritize retirement savings while making smaller contributions to a college fund.


6. Seek Professional Guidance

Finding the right balance between these financial priorities can be complex. We can help you develop a strategy tailored to your unique situation, to help you meet both your retirement and college savings goals.


With careful planning, it’s possible to prepare for both college expenses and a secure retirement. If you’re unsure how to allocate your savings, contact us or schedule an appointment for a personalized consultation. Our goal is to use informed strategies to help you achieve your goals.

Life insurance isn’t just about covering final expenses—it can also be a powerful tool for leaving a lasting financial legacy for your children and/or grandchildren. Whether you want to provide financial security, support educational goals, or pass down generational wealth, life insurance can offer a tax-advantaged way to achieve those objectives.


Ways to Use Life Insurance for Legacy Planning

- Providing an Inheritance – Life insurance allows you to leave a tax-free death benefit directly to your beneficiaries, ensuring they receive a financial gift that can be used however they choose.

- Funding Education – You can designate a portion of your life insurance payout to help cover college tuition, trade school, or other educational expenses for your children and/or grandchildren.

- Establishing a Trust – If you want more control over how the funds are used, you can set up a trust and name it as the life insurance beneficiary. This ensures that the money is distributed according to your wishes, such as providing for specific needs over time rather than as a lump sum.

- Paying Off Debt for Heirs – Your life insurance can help relieve your family of any outstanding debts, such as a mortgage or student loans, so they can move forward financially secure.

- Supporting Charitable Giving – Some individuals choose to leave part of their life insurance payout to a charitable organization, creating a philanthropic legacy that benefits future generations.


Choosing the Right Policy for Legacy Planning

- Whole Life Insurance – Offers a guaranteed payout and can accumulate cash value over time, making it a strong option for legacy planning.

- Term Life Insurance – Provides coverage for a specific period and may be more cost-effective for those seeking a large benefit at a lower cost.

- Universal Life Insurance – Provides flexibility in premiums and death benefits, allowing for customized financial planning.


Start Planning Now

Leaving a financial legacy is one of the greatest gifts you can provide for your loved ones. Schedule an appointment with us, and together, we’ll create a plan that supports your wishes and protects your loved ones.

Marriage is a significant milestone in life, bringing together two people in a legally recognized partnership. However, significant shifts in society have led to declining marriage rates over the past several decades. From fear of divorce to simply not recognizing the need for marriage, many singles are avoiding the topic altogether.


Beyond the emotional and social aspects of a permanent union, marriage actually offers several financial advantages that can contribute to greater economic stability and security for couples.


1. Tax Benefits
One of the most notable financial advantages of marriage is the potential for tax savings. Married couples can file jointly, which often results in lower tax rates and higher standard deductions. This can lead to substantial savings, especially for couples with disparate incomes. Additionally, married couples may benefit from various tax credits and deductions, such as the Earned Income Tax Credit and the Child and Dependent Care Credit, which can further reduce their tax liability.


2. Social Security and Pension Benefits
Marriage can enhance Social Security benefits. Spouses are eligible for benefits based on their partner’s earnings record, which can be particularly beneficial if one spouse has significantly lower lifetime earnings. Additionally, surviving spouses may receive their deceased partner’s Social Security benefits, providing financial support in times of need. Many pension plans also offer spousal benefits, ensuring that the surviving spouse continues to receive income.


3. Health Insurance Savings
Married couples often have access to better health insurance options. Many employers offer family health insurance plans that cover spouses, which can be more cost-effective than individual plans. Additionally, if one spouse has access to superior health insurance through their employer, the other spouse can join that plan, potentially saving money on premiums and out-of-pocket expenses.


4. Estate Planning and Inheritance
Marriage simplifies estate planning and inheritance issues. Spouses generally inherit assets tax-free, avoiding hefty estate taxes that might apply to non-spouses. This legal benefit ensures that the surviving spouse can maintain financial stability without the burden of substantial tax liabilities.


5. Financial Planning and Joint Investments
Married couples can pool their resources and plan their finances more effectively. Joint investment accounts, shared savings goals, and coordinated retirement planning can lead to better financial outcomes. Combining incomes also makes it easier to qualify for loans and mortgages, as lenders often view married couples as lower-risk borrowers.


For personalized insights on managing your finances as a married couple, contact us or schedule an appointment, and we’ll be happy to help you navigate the complexities and maximize the benefits of your marital status. 

Financial planning can help you reach your goals throughout your life - whether you want to buy a house, save for your kids’ or grandkids' college, live a fulfilling retirement, leave a legacy for your children, or make a difference for a charity.


Contact us or schedule an appointment, and we’ll be happy to help you set your goals, provide a roadmap to reach them, and be your guide to the special tools and strategies that can help you get there. 

Financial Planning Offers Benefits At Any Life Stage

  • The earlier you start, the better. You don’t need to wait until you have a lot of money to create a financial plan. In fact, you can benefit from some level of financial planning at any life stage. You may need help figuring out how to make the most of your employer’s 401(k) and other benefits when you’re just getting started, or need advice on paying off your student loans while covering your bills and saving for the future. We can tell you about tax-advantaged savings opportunities that can make a significant long-term impact on your retirement savings—even if you can only afford to make small contributions at first.


When Financial Planning Becomes Critical

  • Settling Down:  A financial plan becomes even more important when you start to have bigger goals - such as saving to buy a house - or you get married and have kids and your life becomes more complicated. You may need help reviewing your insurance policies to get enough coverage or setting up a plan to pay for your kids’ education costs. We can help you juggle competing financial priorities and protect your income for your family if anything happens to you. We can also provide guidance if you divorce or remarry and need to adjust your financial plans for your new life. 
  • Career Transitions:  Job transitions are another prime time to start working with us. We can help you with your employee benefits and manage your growing assets to help you reach your long-term goals. We can also help the self-employed and small business owners look for tax-saving opportunities and choose a retirement plan. 
  • Near Retirement:  Working with us can be particularly helpful during the last big push before retirement - especially if your kids are grown and you can afford to save more - to help you with strategies to ramp up your savings. 
  • Enjoying Retirement:   As you near your retirement date, we can help you navigate the complicated transition from saving for the future to creating income for retirement - helping you determine how much you can afford to spend while reducing your chances of outliving your retirement savings. A comprehensive plan can also help you prepare for unexpected expenses, such as the potentially high cost of long-term care. And if you want to leave a legacy to your loved ones or to charity, we can help you create a plan to make a lasting impact. 

It should start with your goals and objectives, and it should help you to:

  • Manage your money and enjoy the present.
  • Grow your assets to provide for the future.
  • Protect your family, lifestyle, and property.
  • Give to people and causes important to you.


To achieve those goals, a financial plan may include strategies in one or more of the following focus areas:

  • Financial Planning
  • Retirement Planning
  • Social Security Planning
  • Wealth Management
  • Investment Management
  • Money Management
  • Tax Minimization Planning
  • Saving for College
  • Business Planning and Succession
  • Estate Planning*
  • Charitable Giving
  • Risk Management (Insurance)
  • Employer-Sponsored Retirement Plans (401k's, etc.).

You should meet with us to review your plan at least once per year and before any major life event.


Contact us or schedule an appointment to review your plan or discuss anything new.

Why Estate Planning Matters 

Estate Planning isn’t just about writing a Will. It involves organizing your assets, making decisions about their distribution, and considering tax implications. Without a well-crafted estate plan, your loved ones could face unnecessary financial and legal challenges during an already emotional time.


Estate Planning is important for families, even young families. Although you may not have accumulated a lot of assets, it's important to have a plan in place should you pass away earlier than expected, leaving behind a spouse and young children, so that your family is taken care of.


For retirees, Estate Planning is especially critical. Many have accumulated a lifetime of assets, from retirement accounts to property, that require thoughtful planning to ensure they are passed on efficiently and equitably.


Addressing Financial and Tax Considerations

While an estate planning attorney is essential for creating a legally sound plan, financial planners also play a key role in this process. Many Estate Plans involve financial components that require careful consideration, such as:

  • Asset Allocation: Ensuring assets like retirement accounts, investments, and real estate are distributed according to your wishes.
  • Tax Implications: Understanding how estate taxes, inheritance taxes, or capital gains taxes could affect your heirs.
  • Beneficiary Designations: Coordinating with your financial planner to confirm that beneficiary designations on accounts align with your overall plan.
  • Trust Funding: If you’ve established a trust, your Financial Planner can assist with funding it properly to ensure its effectiveness.


The Importance of Collaboration

An Estate Plan works best when your attorney and financial planner collaborate. Your attorney ensures the plan is legally sound, while your financial planner provides insight into the financial implications of your decisions. Together, they help you create a comprehensive plan that protects your legacy. When you work with us, it's easy to have your financial planner and your attorney present and working together for you just by scheduling a single meeting.


It' Never Too Early to Start the Estate Planning Conversation

Althought sometimes hard, it's important to make or find time to begin discussions about Estate Planning and consult with professionals to ensure your plan is clear, thorough, and aligned with your goals. 


Schedule a consultation with us, and together, we’ll create a plan that supports your wishes and protects your loved ones.

When it comes to estate planning for blended families, key issues include ensuring fairness between biological children and stepchildren, managing potential conflicts between spouses and their previous families, and addressing wealth disparities. Solutions often involve utilizing trusts to distribute assets strategically, open communication within the family, and clearly outlining inheritance plans in a will to avoid confusion.


Main Issues:

  • Unequal distribution: Distributing assets equally between biological children and stepchildren can be challenging, especially if there are significant differences in wealth or age between the family units. 
  • Stepparent concerns: A stepparent may worry about their contribution to the family not being recognized in the estate plan, especially if they are not legally considered a guardian. 
  • Family tension: Discussing inheritance plans can bring up past family dynamics and create tension between family members, especially if there are pre-existing conflicts. 
  • Lack of clarity: Without a well-defined estate plan, there may be confusion about who inherits what, leading to disputes after the primary caregiver passes away. 


Potential Solutions:

  • Trusts: Establishing trusts allows for customized distribution of assets, ensuring that specific portions go to biological children and stepchildren according to the individual's wishes. 
  • Clear communication: Open and honest discussions about estate planning are crucial to address concerns, manage expectations, and prevent misunderstandings within the blended family. 
  • Marital deduction: Utilizing the marital deduction in the estate plan can allow the surviving spouse to inherit a significant portion of the estate without immediate tax implications, providing financial security. 
  • Life insurance policies: Designating beneficiaries on life insurance policies can provide immediate financial support to specific family members upon the primary caregiver's death. 
  • Power of Attorney: Establishing a power of attorney allows a designated person to manage financial affairs in case of incapacitation, which is especially important in blended families. 


Specific Considerations for Blended Families:

  • Addressing stepchildren's needs: Clearly state whether stepchildren will receive inheritance and if so, what provisions will be made for them. 
  • Estate planning professional: Consult with an experienced estate planning attorney to navigate complex family dynamics and ensure the plan aligns with state laws. 
  • Regular reviews: Update the estate plan periodically to reflect changes in family situations, assets, and legal requirements. 

You should review your estate plan every three to five years, or after significant life events. You should also review your plan if there are changes in laws that affect your investments or taxes.


When to review

  • When you experience a major family event, such as a marriage, divorce, birth, adoption, or death
  • When you move to a different state
  • When your assets increase or decrease significantly in value
  • When you or your spouse receives a large gift or inheritance 
  • When you or your spouse's financial goals change 
  • When you have an IRA or 401(k) that requires you to start taking distributions 


Why to review 

  • To reflect on changes in your financial or personal situation
  • To consider how recent life events may affect your wishes
  • To ensure your plan still aligns with your values and long-term goals
  • To address any changes in estate law that might affect your strategy


What to do

It's important to have your estate plan reviewed by an experienced estate planning attorney. Schedule a meeting with us to discuss any potential changes to your plan.

While sharing your wealth can bring joy, it’s essential to be mindful of federal gift tax rules. Properly planning your gifts not only ensures compliance with tax laws but can also serve as a strategic way to manage your estate and reduce future tax burdens for your heirs.


What Is the Gift Tax Exclusion?

The federal gift tax exclusion allows individuals to give a certain amount to others each year without incurring gift tax or affecting their lifetime estate tax exemption. In 2024, the annual exclusion is $18,000 per recipient for individuals or $36,000 for married couples who give jointly.

For example, if you’re a parent, you can gift $18,000 to each of your children, and if you’re married, you and your spouse can give $36,000 together. These gifts are tax-free for both the giver and the recipient, and they don’t need to be reported to the IRS if they fall within the exclusion limits.


Gifts as a Tax Strategy

Annual gifts can be a smart way to pass on a portion of an heir’s inheritance while avoiding potential tax implications later. By reducing the size of your estate through these gifts, you can minimize future estate taxes while providing financial support to your loved ones now.


Charitable Giving and Income Tax Benefits

If you’re considering gifts to qualified charitable organizations, you may also benefit from an income tax deduction. Charitable gifts must be made by December 31 to qualify for deductions in the current tax year. These contributions can reduce your taxable income while supporting causes close to your heart.


Consult Your Financial Planner

While the gift tax exclusion rules provide valuable opportunities for tax-efficient giving, they can be complex, especially if you’re making larger gifts or have questions about your overall estate plan. A financial planner can help you navigate the nuances, align your giving with your financial goals, and ensure compliance with tax laws. Contact us to discuss how gifting fits into your estate and tax situation, and we’ll help you decide upon a thoughtful giving strategy.

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Contact Us

It's never too early to get started on your plan.

Contact us or schedule an appointment to tell us more about your goals, and we'll be happy to help you get started on the path to achieving them.

Comprehensive Wealth Planning, LLC

4000 West 114th Street, Leawood, KS, USA

Call or Text: (913) 815-0084

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The content presented is published solely for informational purposes, and it was developed from sources believed to be providing accurate information.  The content is not intended as financial, investment, tax, or legal advice. to receive such advice, You should discuss your particular facts and circumstances with your financial or investment advisor, tax professional, or attorney. The content is not a solicitation nor an offer to buy or sell any investment product.  Viewing of content does not create an advisor-client, nor an attorney-client, relationship with anyone. All investments, strategies, and Plans have the potential for gain or loss.


Investment products and financial planning services are offered through Comprehensive Wealth Planning, LLC (“CWP”).  CWP is a Kansas registered Limited Liability company (LLC) and a state Registered Investment Advisor (RIA) offering products and services to clients nationally.  Click to view CWP’s Investment Advisor Public Disclosures and Registration Status.


* estate planning and other legal services are offered through Jenkins Legal, LLC (“JL”).  JL is a Kansas registered Limited Liability Company (LLC) offering services to clients in Kansas & Missouri.


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