Strategies in Kansas City

Intentional, creative options to transition assets into a tax-free environment

Unveiling the Path to Financial Prosperity

In the heart of America, Kansas City stands not only as a beacon of cultural heritage but also as a burgeoning hub for savvy investors. Prevail Innovative Wealth Strategies, an esteemed financial planning firm, recognizes this potential and offers comprehensive investment strategies tailored for Kansas City’s dynamic market.

Understanding the intricacies of the Kansas City investment landscape is crucial. Here, economic diversity and growth potential are pivotal. The region’s economy, thriving in sectors like technology, healthcare, and manufacturing, offers diverse investment opportunities. Prevail’s approach is deeply rooted in understanding these local dynamics, ensuring your investment portfolio is not just robust, but also resonant with Kansas City’s unique economic heartbeat.

Tax-Efficient Investing forms the cornerstone of Prevail’s strategy. With a deep understanding of local tax regulations and how they intertwine with investment decisions, Prevail guides investors through the maze of tax implications to maximize returns. Whether it’s navigating capital gains tax or understanding tax-free investment vehicles, their expertise is invaluable for both novice and experienced investors.

The firm’s prowess in Real Estate Investment is noteworthy. Real estate in Kansas City is a landscape of opportunity, with its affordable housing market and a steady influx of young professionals. Prevail’s strategies involve identifying lucrative properties, understanding market trends, and employing tactics like real estate investment trusts (REITs) to diversify your portfolio.

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Furthermore, Prevail appreciates the importance of Retirement Planning. Their strategies are not just about wealth accumulation but also ensuring a stable financial future. They offer insights on how to integrate a Corporate Sponsored 401k into your overall investment plan, blending growth with security.

Lastly, the significance of Risk Management is paramount. Prevail’s strategies are designed not just for growth but also for safeguarding against market volatility. Diversification, regular portfolio reviews, and adapting to changing market conditions are part of their proactive approach.

In essence, Prevail Innovative Wealth Strategies in Kansas City doesn’t just offer investment advice; it provides a partnership to navigate the complexities of investing. Their deep-rooted understanding of local market dynamics, coupled with a comprehensive suite of services, positions them as a leader in guiding Kansas City’s residents towards financial success.

For a more detailed understanding of how Prevail can transform your investment journey in Kansas City, visit their website at Prevail Innovative Wealth Strategies. Here, your path to financial prosperity is just a conversation away.

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Serving The Following Neighborhoods & More

  • Leawood (66206)
  • Overland Park (66209)
  • Kansas (66211)
  • Prairie Village (66244)

Do You Have Tax Strategy Questions?

We have some answers.

Won't I be in a lower tax bracket at retirement?

This is a common question, and why tax deferred investments have been broadly utilized.  This common belief is why investments in tax-deferred accounts are promoted so widely. However, if tax brackets are higher in the future, those in retirement will likely have more of their money taxed at this higher rate. Plus, deductions are almost always fewer in retirement since children are most likely grown, there is little or no mortgage interest as a deduction, and often, time is given to charities vs. money donated. So, even if income is lower, deductions are gone. Either way, there is more evidence to suggest that tax rates will be higher – or at the very least NOT lower – in retirement.

Is life insurance really a good investment?

Life insurance is not an investment in the traditional sense of the word. It can, however, be an extremely valuable asset to protect our clients from the uncertainty of future income tax rates. When existing assets are transferred into a tax-free environment prior to rising tax rates, it provides an improved “tax equivalent” return. Life insurance should not be an investor’s only investment. It is meant to complement and enhance the entire portfolio.

Are returns on life insurance competitive?

Life Insurance is not intended to produce high, equity style, returns because it doesn’t include a high-risk profile. In fact, it’s the opposite. Life Insurance, particularly dividend-paying whole life policies, are incredibly predictable and experience consistent growth year-over-year, even in market down-turns. Plus, the tax equivalent rate of return of both the cash value and the death benefit actually results in very favorable “return” and leverage given the risk profile.

Can any properly licensed agent/advisor do this?
Think of it like your general practice doctor. While they may be an accomplished physician, if you need heart surgery, your general practitioner would recommend you see a specialist. While any licensed insurance agent can legally sell and provide an insurance product, most have very little experience, if any, with positioning, designing, coordinating, and servicing these plans. Most agents and financial Investment Advisor Representatives have heard about “overfunding” life insurance, but very few truly understand how to design, implement, and service these plans as part of an overall financial strategy.

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Your Vision
Your Objectives
Your Opportunities
Your Challenges
Your Entire Picture (ie. Business & personal)


Develop Custom Strategies

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Leverage our team of experts
Establish wealth creation strategies
Determine ideal source of asset transfer


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Agree on and implement strategies
Establish tracking tools
Communicate regularly
Ongoing support from your financial BOD (Board of Directors)

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