Kristine A. McKinley

Kristine A. McKinley

| CFP®, CPA

Beacon Financial Advisors, LLC

816-739-4853

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Fee-Only financial planning firm located in Lee's Summit, Missouri, serving the greater Kansas City and Overland Park area

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Estate Planning
  • Insurance Analysis
  • Middle Income Client Needs
  • Tax Planning and Preparation

Website

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200 NE Missouri Rd
Ste 200
Lees Summit, MO 64086

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Kristine McKinley is a fee-only financial planner serving the Lees Summit, Kansas City, and Overland Park area.  Beacon Financial Advisors, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Kristine McKinley is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Kristine McKinley, CFP®, CPA, is the founding principal of Beacon Financial Advisors, LLC, an independent, fee-only financial planning firm located in Lee’s Summit, Missouri.

Kristine focuses on providing fee-only financial planning, investment advice, and tax preparation to individuals and families from all income levels.

Many financial advisors accept clients only if they meet certain income and net worth requirements. Kristine believes that professional, unbiased financial advice is something all Americans need, at least periodically, to build the brightest financial futures.

Holding to this philosophy, Kristine is proud to offer the same quality, professional advice to all clients, not just the affluent. If you simply need a one-time or periodic consultation, she is happy to meet with you on an as-needed, hourly basis. On the other hand, if you need ongoing advice and more time-intensive services, it might make sense for you to employ Kristine and her firm on a retainer basis.

Kristine is a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER™ (CFP®). She holds both a B.S. and M.S. degree in Accounting from the University of Missouri – Kansas City. She is a member of the National Association of Personal Financial Advisors (NAPFA) and is an active volunteer in her community.

Kristine’s goal is to build long-term relationships with her clients based on trust and integrity, and to expand her business through referrals from satisfied clients. She invites you to schedule a complimentary, no-obligation introduction meeting to discuss your financial goals and objectives.

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Beacon Financial Advisors, LLC, is a fee-only financial planning and Registered Investment Advisory firm headquartered in Lee’s Summit, Missouri. The firm offers comprehensive tax and financial planning services to individuals, families and small businesses. Beacon advisors work solely for their clients. As fee-only advisors, all potential conflicts of interest regarding compensation are removed.

We work with people from all walks of life, providing fee-only financial planning and advice for everyday life. Clients have the flexibility to engage us on either a one-time, as-needed, or ongoing basis. Remember, you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future – or seeking to protect, enjoy, and pass on those you already have – Beacon Financial Advisors can help you along the way.

Your financial objectives may include:

* Planning for retirement
* Reducing income taxes
* Purchasing a home
* Saving and investing for the future
* Eliminating credit card debt
* Establishing a spending plan
* Sending your children to college
* Understanding your insurance needs

To help you reach these important goals, our services may include:

* Personalized Comprehensive Financial Planning
* Retirement Planning Strategies
* Tax Planning and Preparation
* College Funding Advice
* Financial Checkups
* Debt Management
* Cash Flow Planning
* Life, Disability and Long Term Care Insurance Needs Analysis
* Second Opinion on Investments or Current Financial Plan

Beacon Financial Advisors, LLC is a registered investment advisor in the states of Missouri and Kansas.

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