Dan Reiter

CFP®, CPA

Prosperity Planning, Inc.

Partner & Wealth Manager

Dan Reiter

CFP®, CPA

Prosperity Planning, Inc.

Partner & Wealth Manager

I help clients transform their success into prosperity through a personalized blueprint that includes financial, tax, investment, and business planning strategies. - Dan Reiter, CFP®, CPA

Fee-only financial advisor in Kansas City, MO, serving pre-retirees, divorcees, business owners and entrepreneurs, and high-income women.

Dan Reiter is a Kansas City, MO fee-only financial planner. Prosperity Planning provides fee-only, fiduciary advice that is tax-focused and comprehensive. We serve with both "smarts" and "heart," combining our experience, knowledge, and continuing education with genuine care and compassion for you.

As Partner and Wealth Manager, Dan Reiter, CFP®, CPA, provides oversight and training in the Prosperity Planning Blueprint™ and Prosperity Business Blueprint™, our structured planning processes for high-net-worth families and businesses. With the assistance of other team members, he helps implement these processes for clients while employing sophisticated financial, tax, investment, and business planning strategies.

Dan got his career inspiration when he realized the tremendous gap between what people know about finances and what it really takes to be financially successful in the long term. His family members’ experiences with commissioned salespeople made him realize how essential fee-only, fiduciary advice is. Now Dan applies his expertise as a CERTIFIED FINANCIAL PLANNER™ professional and licensed CPA to providing fee-only, fiduciary planning for business owners and other high-net-worth clients with complex finances.

Outside of the office, Dan is a course developer and adjunct instructor in the Personal Financial Planning program at Park University. There, he teaches both retirement and income tax planning as part of the CFP Board-approved education program for aspiring CFP® professionals. In addition, the Weston, MO resident loves time with his wife and two girls, either outdoors at a park or indoors on movie nights complete with popcorn.

EDUCATION AND CERTIFICATIONS

  • CERTIFIED FINANCIAL PLANNER™, CFP Board of Standards
  • Certified Public Accountant
  • Pursuing Master of Science, Taxation, Golden Gate University
  • Master of Science, Personal Financial Planning, Kansas State University
  • Graduate Certificate in Financial Therapy, Kansas State University
  • Bachelor of Science, Business Administration and Accounting, Park University
  • Certified Value Growth Analyst (CVGA), Corporate Value Metrics
  • Certified Exit Planner (CExP), Business Enterprise Institute

MEMBERSHIPS AND COMMUNITY INVOLVEMENT

  • Member, Financial Planning Association (FPA)
  • Member, Fee-Only Network
  • Member, American Institute of Certified Public Accounts (AICPA)
  • Treasurer and Board Member, The Calling Community Church

Dan Reiter is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

At Prosperity Planning, we help transform your success into something even better -- prosperity. Prosperity is the peace of mind of knowing all the moving pieces of your finances have been optimized. Prosperity means you can enjoy the financial freedom you have worked so hard to attain.

We are a team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals based in Kansas City, Missouri, working with people just like you -- savvy individuals seeking expert advice from a trusted professional. In addition, our in-house Certified Public Accountant (CPA) provides tax planning across all areas of your wealth so that you can use after-tax dollars more effectively.

Our process is centered around your Prosperity Planning Blueprint™ where every recommendation is in writing and customized to your unique needs. In developing your Blueprint, our team collaborates with you to discover your vision of prosperity, then develops a comprehensive plan to transform that vision into reality. We provide accountability, expertise, and encouragement. Even more, we guide you every step of the way in carrying out your plan.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning
  • Employee Benefits Review
  • Advice on Stock Options and Restricted Stock
  • Charitable Giving Strategies

Ideal Clients

  • Retirees and Near Retirees
  • Business Owners and Executives
  • Divorcees
  • Entrepreneurs
  • High-Income Women

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Dan Reiter is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Dan Reiter is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • CPA - Certified Public Accountant
    Dan Reiter is a Certified Public Accountant (Learn More)

    Certified Public Accountants are licensed by the state and authorized by the state to practice public or private accounting. CPA licensing requirements are state specific, but typically include a bachelors degree with additional accounting coursework, successful completion of the Uniform CPA Exam, work experience, successful completion of an approved ethics course, and ongoing continuing education.

  • Financial Planning Association
    Dan Reiter is a Member of The Financial Planning Association® (FPA®)

    FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.

Contact Dan Reiter

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Office Locations:

  • 1805 NW Platte Road
    Suite 100
    Kansas City, MO 64150

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