Overland Park, Kansas
Retirement planning,
rooted in Kansas City
A Kansas City team guiding retirees and high-net-worth families through the shift from building wealth to living on it, backed by the planning, investment and tax resources of a national firm.
A familiar team for
the years that matter most
For more than two decades, retirees and high-net-worth families across Johnson County and greater Kansas City have leaned on this team for straightforward, unbiased advice, the kind that comes from advisors who know your name, your family and the plan you have been building for years.
As part of WealthPlan Group, that same personal relationship now carries the integrated planning, investment and tax resources of a national organization, without changing who answers the phone.
Built for retirement and the wealth behind it
Most of the families this team serves are at or near retirement, with real questions about income, taxes and what they will leave behind.
Retirees & Pre-Retirees
Turning a lifetime of savings into dependable income, with a clear answer to “can I retire, and will it last?”
High-Net-Worth Families
Coordinated planning across investments, tax and estate, often spanning two or three generations.
Business Owners
Preparing for the transition out, so the sale of what you built funds the retirement you want.
Comprehensive planning, coordinated as one
Retirement income, investments, taxes and legacy, handled by one team so no decision is made in isolation.
Retirement Income Planning
Distribution strategies built to last as long as you do.
Learn moreWealth Management
Coordinated oversight of your complete financial picture.
Learn moreInvestment Management
Disciplined, objective portfolios matched to your income needs.
Learn moreTax Planning
Withdrawal sequencing and strategies to reduce lifetime taxes.
Learn moreEstate Planning
Passing on what you have built, to family and the causes you love.
Learn moreInsurance Solutions
Risk management and long-term care considerations for retirement.
Learn moreThe people behind your plan
Kansas City advisors backed by the full depth of WealthPlan Group.
Randy Coble
Senior Wealth Advisor
A natural teacher, Randy has advised Kansas City families since 1992 and takes pride in clients who look to him for straightforward strategies. A K-State graduate who completed UMKC's financial planning program, he stays active through seminars and continuing education.
Brent McCune
Senior Wealth Advisor
Brent's approach starts with listening, then helping clients uncover and pursue what they want from retirement. A Kansas native who played football at KU, he began in financial services in 1985 and is deeply involved in the Olathe community.
Visit the Kansas City office
Overland Park, KS 66210
Begin a conversation with the Kansas City team
Whether you are a year from retiring, already drawing income, or thinking about what you will pass on, we would be glad to talk.
Schedule a ConversationWealthPlan Group Overland Park
9001 West 110th Street, Suite 280 Overland Park, KS 66210