(913) 815-0084

Comprehensive Wealth Planning, LLC
Comprehensive Wealth Planning, LLC

(913) 815-0084

Our goal is to help you achieve your goals!

Manage. Grow. Protect. Give. ℠

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

Our goal is to help you achieve your goals!

Manage. Grow. Protect. Give. ℠

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

About Us

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. 

Focus Areas

Our plans can incorporate 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.).

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.

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, 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 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.

Frequently Asked Questions

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

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.

Events

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

10975 Benson Drive, Overland Park, KS 66210

Call or Text: (913) 815-0084

Open today

09:00 am – 05:00 pm

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Comprehensive Wealth Planning, LLC

(913) 815-0084

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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