

For more than 30 years, Whitehead Retirement & Wealth Planning has been helping people grow, protect, and distribute their money with confidence. Families, retirees, professionals, and business owners in Lenexa, KS often need trusted financial guidance to help navigate important life decisions and prepare for the future. Our mission is built on a simple belief: people should have access to strategies that help protect their hard-earned assets while creating opportunities for long-term growth. Through personalized financial planning, wealth protection, and retirement planning solutions, we help clients work toward greater financial confidence and peace of mind.

We provide a comprehensive range of services tailored to individual and business needs, 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 protection, business advisory services, estate planning support, or wealth preservation strategies, we develop solutions designed around your goals. Residents and businesses throughout the local area rely on our expertise to help protect retirement savings, create guaranteed income strategies, preserve wealth, and establish a solid financial foundation for the future.


Choosing Whitehead Retirement & Wealth Planning means working with a professional who brings decades of experience and a genuine commitment to helping clients succeed. Individuals and business owners in Lenexa, KS trust us for financial security planning, wealth transfer planning, retirement income solutions, and asset protection strategies that align with their objectives. We take the time to understand your unique situation, explain your options clearly, and create customized recommendations designed to support your long-term goals. To learn more about your financial options and discuss your future plans, contact us today at (951) 970-4114.
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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