Joshua Svoboda

Financial Advisor

State(s) Licensed:   CO, IA, IL, KS, MI, MO, VA

Phone 816-803-7229
Address

12701 Metcalf Ave, Suite 104
Overland Park, KS 66213

Joshua Svoboda

State(s) Licensed:   CO, IA, IL, KS, MI, MO, VA

Providing my clients with Financial Guidance

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


I specialize in helping my clients simplify and streamline:


  • Retirement Planning & Wealth Transfer
  • Retirement Income Distribution Plans
  • Accumulation Strategies for Retirement
  • Tax Efficiency Planning (Required Minimum Distribution Management and Tax planning)
  • Managed Accounts (Stock, Mutual Funds and ETF Portfolios)
  • Wealth Management
  • Insurance – Life, Disability, Medicare Supplement and Extended Care
  • Education/College Saving Plans
  • Estate & Legacy Strategies
  • Charitable Giving Plan

To learn more about the privacy of your information, visit our privacy policy.

Overland Park Office

Phone:
816-803-7229

Hours

M – F: 9 a.m. – 5 p.m.