

For more than 30 years, Whitehead Retirement & Wealth Planning has been helping people grow, protect, and distribute their money with confidence. Individuals, families, retirees, and business owners in Overland Park, KS often need trusted financial planning guidance to navigate important life decisions and prepare for a secure future. Built on the belief that no one should lose money unnecessarily, our approach focuses on wealth protection, retirement planning, asset protection strategies, and long-term financial security. We are committed to helping clients make informed decisions that support their goals while preserving the wealth they have worked hard to build.

We offer customized solutions designed to address a wide range of financial needs, including 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 protection, business advisory services, or estate planning services, we take the time to understand your objectives and develop personalized recommendations. Clients throughout the local area rely on our guidance to help create guaranteed income strategies, protect retirement savings, preserve assets, and build a stronger financial future.


Choosing Whitehead Retirement & Wealth Planning means working with a professional who brings decades of experience and a genuine commitment to helping clients succeed financially. Residents and business owners in Overland Park, KS trust us for wealth transfer planning, retirement income solutions, financial security planning, and comprehensive wealth preservation strategies. We focus on building long-term relationships, providing clear guidance, and helping clients feel confident about their financial decisions. To learn more about your options and discuss your 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