Beacon Financial Advisors, LLC
Fee-Only financial planning firm located in Lee's Summit, Missouri, serving the greater Kansas City and Overland Park area
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.
Kristine McKinley is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s 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
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Kristine McKinley is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Kristine McKinley 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.
Kristine McKinley is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a designation given by the American Institute of Certified Public Accountants to those who pass an exam and meet work experience requirements.
Kristine McKinley is a member of the Garrett Planning Network. Click here to learn more.
Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
Contact Kristine McKinley
200 NE Missouri Rd
Lee's Summit, MO 64086