Our goal is to help you achieve your goals!
Manage. Grow. Protect. Give. ℠
Our goal is to help you achieve your goals!
Our goal is to help you achieve your goals!
Our goal is to help you achieve your goals!
We help create and implement plans to meet both short-term and long-term financial goals. Our comprehensive goal-based plans are individually customized and can include strategies to help you:
Our plans can incorporate one or more of the following focus areas: Financial Planning, Retirement Planning, Wealth Management, Investment Management, Money Management, Tax Minimization Planning, Saving for College, Social Security Planning, Business Planning and Succession, Estate Planning*, Charitable Giving, Risk Management (Insurance), Employer-Sponsored Retirement Plans (401k's, etc.).
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. 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:
Bar and Court Admissions:
Professional Organizations:
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.
Please contact us if you cannot find an answer to your question.
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. We can 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
When Financial Planning Becomes Critical
It should start with your goals and objectives, and it should help you to:
To achieve those goals, a financial plan may include strategies in one or more of the following focus areas:
You should meet with us to review your plan at least once per year and before any major life event.
It's never too early to get started on your plan. Tell us more about your goals, and we'll help you get started on the path to achieving them.
Call or Text: (913) 815-0084
Monday - Thursday: 9am - 5pm
Friday: 9am - 1pm
Saturday: By Appointment
Comprehensive Wealth Planning, LLC
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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