

For more than 30 years, Whitehead Retirement & Wealth Planning has been dedicated to helping people grow, protect, and distribute their money with confidence. Families, professionals, retirees, and business owners in Kansas City, MO often seek trusted financial planning guidance to help navigate important life decisions and prepare for the future. Our philosophy is built around protecting what clients have worked hard to earn and creating strategies that support long-term financial security. By focusing on wealth preservation, retirement planning, and asset protection strategies, we help individuals make informed decisions designed to support their financial goals.

We provide a range of services tailored to meet the needs of clients throughout the local area, including Wealth Transfer, Retirement Planning with Fixed Indexed Annuities, Business Consulting, and Life Insurance. Whether you are looking for retirement income planning, fixed indexed annuities, life insurance solutions, business advisory services, or estate planning support, we offer personalized strategies based on your objectives. Our approach is designed to help clients create reliable retirement income solutions, protect assets, preserve wealth, and establish a clear path toward financial stability and peace of mind.

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BUSINESS
SERVICES
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