Clarity and Confidence in Your Financial Future – Smithville, MO
Navigating your financial future shouldn’t be confusing or stressful. At White Sand Wealth, we’re here to simplify the process and empower you with the clarity you need to move forward.
As a fee-only financial planner serving Smithville, MO, we offer independent advice that’s aligned with your best interests—no commissions, no product sales, just honest financial planning tailored to your life.
Whether your goals involve retirement readiness, portfolio growth, or creating a well-rounded financial strategy, we work side-by-side with you to develop a plan that supports what matters most.
Start planning with confidence—get in touch with our team today.
Give us a call at 816.429.6743
Why Work with White Sand Wealth in Smithville, MO?
Focused Retirement Planning
A fulfilling retirement begins with a plan that supports your lifestyle and protects your peace of mind. At White Sand Wealth, we help Smithville residents map out a secure future—one that allows you to live independently, pursue your passions, and enjoy life’s next chapter without financial stress.
Personalized Investment Strategy
Your financial goals are unique, and your investment plan should reflect that. We design customized portfolios based on your risk tolerance, growth targets, and income needs. Whether you’re focused on long-term accumulation or steady income, we help you stay on course through all market cycles.
Smart Budgeting and Saving
Making confident financial decisions starts with having the right tools and insights. Whether you’re preparing for a big purchase, building savings, or managing everyday expenses, we break things down into actionable steps so you can take control of your financial journey.
A Comprehensive Approach
We go beyond basic planning by taking a 360-degree view of your finances. From assessing risks and clarifying goals to building tailored strategies, every step is aligned with your vision. You’ll get a clear, adaptable plan designed for long-term success, without the pressure of sales or commissions.
Your Trusted Financial Partners
At White Sand Wealth, we believe financial planning is about more than crunching numbers—it’s about building a future that reflects your values, priorities, and goals. As a fee-only financial planner serving Smithville, MO, our team is committed to delivering guidance that’s transparent, objective, and centered on you.
With expertise in areas like retirement planning, tax strategy, and investment management, we work one-on-one with you to create a financial roadmap tailored to your unique situation. Our advisors are here to simplify complex decisions and offer steady support at every stage of your journey.
We’re here to help you take confident steps toward lasting financial stability—with no sales pressure, no commissions, and advice you can depend on.
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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