Simplifying Financial Planning in Parkville, MO
At White Sand Wealth, we know that financial planning can sometimes feel overwhelming, but it doesn’t have to be. Our fee-only financial planners serving Parkville, MO, are here to simplify the process, eliminate confusion, and help you take confident steps toward your goals.
We listen closely to your financial priorities, whether you’re preparing for retirement, investing wisely, or creating a long-term plan for financial security. By tailoring strategies to your individual needs, we aim to provide clear, actionable advice that helps reduce stress and increase confidence.
Let’s build a plan that works for your life—reach out today to start planning with clarity and peace of mind.
Give us a call at 816.429.6743
Why Partner with White Sand Wealth in Parkville, MO?
Retirement Planning That Fits Your Life
Preparing for retirement isn’t just about saving money—it’s about creating a lifestyle you can enjoy with confidence. Our Parkville-based fee-only financial planners focus on helping you plan with intention so you can approach retirement with clarity, security, and a clear sense of purpose.
Personalized Investment Strategies
We understand that your investment goals are unique. That’s why we create customized strategies that reflect your risk tolerance, long-term objectives, and life priorities. Whether you’re seeking growth, income, or a mix of both, we help your investments work smarter for you.
Smart, Strategic Financial Choices
Big financial goals start with informed decisions. From setting up emergency savings to making major purchases or navigating life transitions, we provide the tools and insight you need to make confident, well-planned moves.
Integrated, Client-Focused Planning
At White Sand Wealth, we don’t believe in one-size-fits-all solutions. Our comprehensive approach combines detailed analysis, personalized advice, and forward-looking strategies to support your financial well-being today and tomorrow.
Let’s build your plan together—reach out to explore how we can support your financial future in Parkville, MO.
Meet Your Trusted Financial Planning Team in Parkville, MO
At White Sand Wealth, we believe that effective financial planning starts with understanding the person behind the numbers. Our dedicated team of fee-only financial planners in Parkville, MO, brings deep experience in retirement planning, tax optimization, and investment strategy—delivered with clarity and care.
We take time to learn about your goals, values, and financial concerns so we can craft a strategy that fits your life, not just your balance sheet. Whether you’re preparing for life after work, refining your investment approach, or looking for ongoing financial direction, we’re here to guide you every step of the way.
With our objective, commission-free advice and personalized support, you can make informed decisions and feel confident about the road ahead.
Let’s build your future—together. Connect with our Parkville-based team today.
Joel Huet CFP®, CTFA, CISP
FOUNDER
Karen Burris CTFA, CISP
SENIOR FINANCIAL ADVISOR
Samantha Kopek CFP®
SENIOR FINANCIAL ADVISOR
Kelly Kariker CFP®, RSSA®
SENIOR FINANCIAL ADVISOR
A.J. Huet, MBA
FINANCIAL ADVISOR
Sam Huet, MBA
FINANCIAL ADVISOR
Jake Huet
FINANCIAL ADVISOR
Ready to turn your financial vision into a reality?
Have Questions?
Call 816.429.6743
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