Fiduciary Retirement & Tax Planning

Retirement & Tax-Efficient Financial Planning in Overland Park, KS

For the last 27 years, we have helped familes all across Kansas City to reduce lifetime taxes, optimize their retirement income, and make confident financial decisions with forward-looking projections.

Learn How We Help

What We Do

Retirement & Tax-Focused Financial Planning
We help pre-retirees and retirees make confident financial decisions with forward-looking retirement and tax planning. Our approach integrates portfolio strategy with proactive tax planning, retirement income modeling, and ongoing plan adjustments to help build reliable income in retirement.

Our Core Areas of Focus:
Retirement Income Planning
Creating tax-efficient withdrawal strategies, Social Security coordination, and income guardrails designed to support long-term retirement success.

Proactive Tax Planning
Multi-year tax projections, Roth conversion strategies, RMD planning, and bracket management to help minimize unnecessary taxes over time.

Investment Management
Disciplined portfolio construction aligned with your retirement timeline, risk tolerance, and income needs.

Comprehensive Financial Planning
Annual cash flow projections, retirement success modeling, risk analysis, and coordinated planning across investments, taxes, and estate considerations.

Retirement

Your most important financial milestone

Learn more

Tax Planning

Year-by-year planning for tax brackets and tax rates

Learn more

Social Security Optimization

Timing Social Security with your other income sources

Learn more

Estate Strategy

Strategies for efficiently passing down assets

Learn more

Why We're Different

At Larson Financial Services, we work with individuals and families in Overland Park and the Kansas City area to build coordinated retirement and tax strategies. That begins with understanding your current financial picture, your retirement timeline, and how taxes may affect your income over time.

Our planning process includes:

Personalized comprehensive planning
Multi-year tax projections
Retirement income modeling
Risk and portfolio review
Social Security and distribution strategy
Ongoing adjustments rather than a one-time plan

We believe long-term relationships are built on thoughtful planning, proactive communication, and clarity around the decisions that matter most.

If you are looking for a financial advisor that will do more than just select investments for your portfolio, we might be the right fit for you.

... no copy here ...

Plan for Retirement with a CERTIFIED FINANCIAL PLANNER® Professional

We provide comprehensive retirement planning with a CFP® designed to simplify complex financial decisions while optimizing your tax, estate, income, and investment plans. Each of these areas must work together to create a more efficient retirement income strategy.

Learn More

Next Steps

1. Check out our insights to explore what planning topics we cover, and what conversations we have with our clients

Insights

2. Learn more about who we are and who we serve on our About page

About

3. If you feel like Larson Financial Services might be a good fit for you, please enter your information below to have someone from our office reach out

Schedule A Free Retirement Tax Planning Conversation

We’d love to learn more about you and your financial goals. Filling out the information below is the best way to schedule an introductory call.

Name

Email

Address

Phone

Additional Info

Thank you!

Oops!