Joseph Henson

Financial Advisor

Financial guidance | Meaningful living| Gratitude

State(s) Licensed:   KS, MO

Phone 816-643-4382
Address

12701 Metcalf Avenue Ste 104
Overland Park, KS 66213

Joseph Henson

Financial guidance | Meaningful living| Gratitude

State(s) Licensed:   KS, MO

Let's put your plans in motion

Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. I will listen to where you're at today and draw on my industry expertise to help you map out a path to a more secure financial future driven by your goals and values.

 

As a Financial Advisor my goal is to establish an ongoing financial relationship with you to help you reach your financial goals. I specialize in helping people be more secure in areas of:

 

•     Retirement income planning

 

•     Investment management

 

•     Creative financial strategies

 

•     College planning

 

•     Transition planning

 

•     Answering the question “How much insurance do I need?”

 

•     Protecting loved ones against the impact of extended care, death, and disability

 

•     Charitable giving

 

I am conveniently located by the new KCI airport to help serve people in the Kansas City area on both sides of the state line.

Have you been asking yourself these questions?

I help my clients answer:

  • When can I retire?
  • Will I run out of money?
  • What do I do with my old 401k?
  • Should I have a Roth IRA?
  • What if my spouse dies?
  • What if I get divorced?
  • How much insurance do I need?
  • I don't want to go to a nursing home- what should I do now?
  • Should I get a financial plan?
  • How can I be tax efficient with my IRAs and Roth IRAs?
  • What if I get sick or hurt and can't work?
  • What happens if I lose my job?
  • How can I ensure that my disabled child is properly cared for once I'm no longer able to care for them?
  • What happens to my money after I'm gone?


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Overland Park Office

Phone:
816-643-4382

Hours

M – F: 9 a.m. – 5 p.m.