Clarity and Confidence in Financial Planning – Platte City, MO
At White Sand Wealth, we believe your financial future should be built on transparency and trust, not pressure or confusion. That’s why we offer fee-only financial planning services to individuals and families in Platte City, MO, with one goal in mind: helping you take control of your financial life.
We work alongside you to create a financial strategy that reflects your goals, values, and current stage of life. From retirement preparation to investment management, our advice is always objective and tailored to your needs, never influenced by product commissions or third-party incentives.
Ready to move forward with clarity? Connect with our Platte City team today and take the first step toward lasting financial confidence.
Give us a call at 816.429.6743
Why Work with White Sand Wealth in Platte City, MO?
Retirement Planning That Fits Your Life
Securing your future isn’t just about accumulating savings—it’s about creating a lifestyle that gives you freedom, flexibility, and peace of mind. As your trusted fee-only financial planner in Platte City, MO, we help you plan with purpose so you can enjoy the retirement you envision, without the burden of financial guesswork.
Investment Strategies Designed Around You
Your financial goals are unique, and your investment strategy should be too. We work with you to create a portfolio that supports your objectives, whether that’s growth, income, or a steady blend of both. With us, you get thoughtful, unbiased advice to help you stay on track, even when markets fluctuate.
Smart Planning for Everyday Life
Financial planning isn’t just about the big picture—it’s also about making confident decisions day to day. From building savings and preparing for unexpected expenses to structuring a long-term plan, we break complex decisions into clear, manageable steps that empower you to move forward.
A Personalized, All-in-One Approach
At White Sand Wealth, we don’t offer one-size-fits-all advice. We take time to understand your full financial picture—your goals, your concerns, and your lifestyle—so we can craft a custom plan that grows with you. Our approach combines objective analysis, careful planning, and consistent support to help you reach your goals with confidence.
Your Trusted Financial Partners in Platte City, MO
At White Sand Wealth, we believe that successful financial planning starts with genuine relationships and thoughtful guidance. Our team of dedicated, fee-only financial advisors is proud to serve the Platte City community with independent, objective financial advice—free from commissions or product sales.
With expertise in retirement planning, investment strategy, and tax-efficient solutions, we focus on creating financial roadmaps that reflect your personal goals and lifestyle. We don’t believe in generic solutions—our process begins by listening, learning about your situation, and building a strategy around what truly matters to you.
Whether you’re navigating a career transition, preparing for retirement, or looking to grow your wealth with confidence, you’ll have a knowledgeable partner by your side every step of the way.
Start building a future rooted in clarity, trust, and experienced guidance. Reach out to our Platte City 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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