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Save your time.

WHAT WE DO

We take things off your plate and streamline the planning process, so you can spend your valuable time elsewhere. 

We don't "stay in our lane" because we strive to guide you to the most optimal solutions. 

We have the expertise needed to help business owners bridge the gap between their business and personal financial lives. 

 

We've got you covered.

RETIREMENT PLAN FIDUCIARY SERVICES

Routine plan management and fiduciary tasks should not monopolize the C-Suite or HR professional's valuable time. However, the retirement plan regulatory environment is ever-changing and it is important for plan fiduciaries to stay on top of what they need to know in order to minimize risks.

 

Rise specializes in simplifying retirement plan administration and fiduciary governance, to enable Plan Sponsors to focus on other important areas of the business. Our services include:

  • Executive Benefits & Tax Reduction Strategies

  • Cost & Fee Benchmarking Reports

  • Vendor Selection & Management

  • Fiduciary Due-Diligence Process Management

  • Investment Fiduciary Services

  • Employee Financial Wellness Programs

TAX PLANNING
&
BUSINESS
CONSULTING

From startups to established enterprises, business owners must rely on forward-thinking and insightful financial assessments to retain profitability and capitalize on new opportunities. 

 

Here's how Rise's seasoned team of CPAs helps manage your business, so you can minimize your tax bill and maximize your bottom line:

  • Business Tax Returns

  • Preparation & Analysis of Financial Statements

  • Bookkeeping

  • New Business Establishment

  • HR Consulting

  • Group Benefits

TAX-SAVVY 
EXIT
STRATEGIES 

It’s quite a juggling act for closely-held business owners to know how best obtain the cash needed from their business in order to retire, without losing much of it to taxes, fees and commissions. Business owners also have many risks they need to manage as they begin to transition away from their involvement in the company. 

Rise's team of niche experts helps business owners create a simplified, tax-efficient exit strategy.  Specifically we help business owners with:

  • Valuation Determination

  • Stock Disposition Timeline

  • Key-Man Insurance

  • Facilitation of Legal Contracts

  • Facilitation of Advisory/Transition Committee

 
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Plan for a secure future. 

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

  • Retirement Stress Tests

  • Qualified Retirement Accounts

  • College Savings Plans

  • Estate Planning

  • Investment Management

  • Personal Insurance

  • Debt Reduction & Budgeting Advice

AFFILIATIONS

We have great friends to help you.

Rise values the ability to maximize our service offering by capitalizing on the niche expertise of our strategic alliances. Check out of a few of our favorite partners. 

 

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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

PH | 913.354.8686

 

1308 NE Windsor Dr.

Lee's Summit, MO 64086

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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