

For more than 30 years, Whitehead Retirement & Wealth Planning has been helping people grow, protect, and distribute their money with confidence. Many individuals, families, and business owners in Kansas City, KS are looking for trusted financial planning solutions that can help them prepare for retirement, protect their assets, and build a lasting financial legacy. Our philosophy is simple: no one should lose money unnecessarily. That belief has guided our approach to wealth protection, retirement planning, and long-term financial security for decades. We take pride in helping clients make informed decisions that support their goals both today and in the future.

We offer personalized solutions that include Wealth Transfer, Retirement Planning with Fixed Indexed Annuities, Business Consulting, and Life Insurance. Whether you are interested in retirement income planning, fixed indexed annuities, life insurance, business advisory services, or wealth preservation strategies, our goal is to help you create a customized financial roadmap. Residents and business owners throughout the local area rely on experienced guidance to navigate important financial decisions, reduce uncertainty, and prepare for the future with greater confidence.


Choosing Whitehead Retirement & Wealth Planning means working with a professional who has spent more than three decades helping clients protect what they have worked hard to build. We focus on personalized service, financial education, and practical strategies designed around your individual needs. Clients in Kansas City, KS trust us for retirement savings protection, estate planning services, guaranteed income strategies, and comprehensive wealth protection solutions. To learn more about your options and discuss your financial goals, contact us today at (951) 970-4114.
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SERVICE AREAS
OPERATING HOURS
Sun: Only by Appointment
Mon: 9:00am - 5:00pm
Tue: 9:00am - 5:00pm
Wed: 9:00am - 5:00pm
Thu: 9:00am - 5:00pm
Fri: 9:00am - 5:00pm
Sat: Only by Appointment