Delegate to us, invest your time elsewhere.

FINANCIAL PLANNING
& EMPLOYEE
WELLNESS

Rise is an independent advisory firm, which means we are not required to sell products or put our clients into a cookie-cutter process. Our only obligation is to place your best interests first when counseling you towards your financial goals. 

Rise aims to help you have peace about your financial future and to make the planning process a pleasant experience.  We help individuals and business owners with: 

  • Personal Tax Returns & Tax Planning

  • Retirement Readiness Stress Tests

  • Retirement Savings Plans

  • College Savings Plans

  • Estate Planning

  • Investment Management

  • Debt Reduction & Budgeting Advice

PERSONAL INSURANCE 

Insurance is something most individuals don't think about until they need it, which is usually too late. If you have questions about potential risks you may need to consider,  let us know! We’d love to review your existing policies and help you understand the level of protection you are receiving with your current coverages.

 

Here are Rise, we work with a multitude of carries to ensure our clients have access to the coverage they need at competitive rates.  We can help you with:

  • Life 

  • Disability

  • Long-term Care

  • Individual Health Insurance

  • Homeowners/Renters

  • Auto

  • Jewelry/Personal Articles Policies

  • Recreational Products

  • Personal Umbrella

SCHEDULING

Please contact us for in-person meetings. To schedule a phone consultation with one of our experts, please select a link below: 

CONTACT

9300 W 110th Street

Building 55 Ste 620

Overland Park, KS 66210

1308 NE Windsor Dr.

Lee's Summit, MO 64086

PH  |  913.354.8686

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PROFESSIONAL ASSOCIATION MEMBERSHIPS

 

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All written content on this site is for information purposes only. Opinions expressed herein are solely those of RISE Consulting, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by RISE Consulting, LLC a Registered Investment Advisor in the States of Kansas and Missouri. RISE Consulting, LLC may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.  Insurance services are offered by RISE Agency, LLC, an affiliated company. RISE Consulting, LLC and RISE Agency, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. Click HERE to view RISE's current ADV.

 

The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Kansas, Missouri or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

 

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

© 2019 by RISE Consulting, LLC