our services
Personalized Financial Advisory & Investment Planning for Families and Businesses in Kansas City
At Derks Financial, Tax & Accounting, we help small business owners take control of their planning with financial services that are straightforward, stress-free, and tailored to the unique needs of each business we work with.
Planning your financial future doesn’t have to feel overwhelming
At Derks Financial, Tax & Accounting, we help people take the guesswork out of investing and planning for long-term goals. Whether you’re thinking about retirement, managing your investments, or trying to protect your assets, our team is here to guide you with clarity and experience. Based in Lee’s Summit, Missouri, we work one-on-one with individuals, families, and small business owners across the Kansas City area who want smart, reliable advice they can count on.
We believe lasting financial success starts with a personal connection. We don’t offer cookie-cutter strategies or generic advice. Every plan we create is built around your goals, your comfort with risk, and your future timeline. With a full range of integrated services covering financial planning, tax strategies, and accounting, we act as a steady support system, helping you make informed decisions that stick.
The Importance of Financial Guidance
Why Financial Planning and Investment Strategies Matter for Businesses and Families:
Financial decisions aren’t always easy, especially when the stakes are high. Whether you're juggling a growing family, managing a small business, or preparing for life after work, how you allocate your resources will shape your future. That's where a dedicated advisory firm makes a difference. Having experienced professionals in your corner can bring peace of mind that you're making smart, informed moves based on your goals, not the latest market headlines.
Investments can grow, shift, or sometimes underperform, but a solid plan gives you the long-term guidance you need to adjust and move forward. That could mean setting up your retirement accounts in a tax-efficient way, understanding when to diversify your portfolio, or simply knowing when it's time to re-evaluate things. By having consistent check-ins and updates, our clients don’t fall into the trap of “set it and forget it” planning. They stay engaged and aware, with someone they trust by their side.
Our approach blends financial know-how with personal understanding. Investing isn’t just about numbers; it’s about feeling secure in the choices you make. That’s why we look at the full picture, the emotional, practical, and financial, so you know each decision is made with purpose and care.
Comprehensive Financial Advisory & Investment Planning
Every person’s financial path is different. At Derks Financial, our services cover a wide range of situations, from early wealth building to retirement income planning. We structure each plan based on where you are now and where you want to be in 5, 10, or 20 years.
Here’s what our advisory and planning services typically include:
Retirement Planning
Whether your goal is to retire at 60 or later, we help you create a realistic plan that works with your income, lifestyle, and savings goals.
Investment planning
Organizing your portfolio around long-term growth, adjusting asset allocation as needed, and making sure investments align with your goals.
Risk assessment
Helping you understand how much financial risk you’re comfortable with, and how that affects things like investment strategy and insurance coverage.
Long-term strategy
Developing a plan that supports life goals like paying for college, buying property, or transitioning into retirement with confidence.
Portfolio optimization
Looking beyond basic returns to see if your mix of assets is actually working for you. Adjusting based on performance, fees, and relevance.
Financial goal setting
Sitting down to define clear, measurable goals, and tracking progress along the way from year to year.
Each of these services is backed by expert insight, tailored recommendations, and honest conversations. We don’t make assumptions. We ask questions. The goal is to equip you with the knowledge and confidence to make smart decisions, not pressure you into a strategy that doesn’t fit your style or future.
Whether you’re starting from scratch or looking to build on what you’ve already done, Derks Financial is here to guide you through it. Our advisors are committed to keeping things clear, steady, and on track.
At Derks Financial, we work with a wide range of clients, all of whom share one thing in common: they want financial advice they can trust, without unnecessary jargon or confusion. Whether you're just getting started with planning, or you're already several decades into your career and looking ahead to retirement, we build strategies around your needs, not ours.
Who we work with and How We Help:
Small business owners often come to us with questions that go beyond investment planning. They might need guidance on separating their business and personal finances, deciding when to contribute to retirement versus reinvesting in their company, or managing expenses in a way that creates long-term value. These decisions aren’t always obvious, especially when it feels like everything rides on getting them right. Our team becomes part of your support system, helping you weigh options and understand potential outcomes before you commit.
We also work closely with families who want to feel more confident and informed about their financial future. For some, it starts with getting organized, taking a clearer look at debts, income, and savings. For others, it means planning for future expenses like college tuition or downsizing into a more manageable home during retirement. Whatever the situation, we come to the table with respect, patience, and an honest interest in where you’re trying to go.
Building Trust Through Long-Term Relationships
Trust doesn’t come from a flashy presentation or a cookie-cutter plan. It comes from consistency. At Derks Financial, we commit to real conversations and realistic advice. It's why clients stay with us for the long haul, and why they refer family members and friends when they’re ready to get serious about planning.
Instead of throwing numbers at you or handing over a one-size-fits-all solution, we invest time into understanding your habits, questions, and concerns. From there, we create thoughtful financial plans that are designed to be lived with, not just presented once a year and forgotten. Our job isn’t to make decisions for you. It’s to guide you with full transparency, with no pressure or hidden agenda.
When a client checks in with us every few months, they aren't just coming back for a portfolio review, they’re tapping into an ongoing relationship based on mutual understanding. We translate complex topics like risk tolerance or market shifts into conversations that feel like real talk, not a lecture. And when life changes, a new job, an inheritance, a shift in financial goals, we adjust the plan together.
You shouldn’t have to choose between understanding your finances and feeling confident about your future. With Derks Financial, you get a personal advisory team that listens first, plans second, and supports you every step of the way. No confusing language. No generic templates. Just a real plan that makes sense for you and actually evolves when your life does.
The first meeting is simply a conversation; a place for you to ask questions, outline your goals, and see if our approach fits what you're looking for. Whether you're aiming to retire comfortably, manage your investments with more purpose, or plan for something big, we're ready to help you build a strategy that reflects your priorities.
Comprehensive Financial Services for Business Owners
Take the Next Step with Clarity and Support
If you're ready to take control of your future with clear advice and tailored planning, we're here to help. Learn more about our approach to personalized
financial advisory and investment planning and connect with a team that puts your goals first. Let’s build something that works for you today and adapts with you tomorrow.
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