Clear Springs Wealth

Clear Springs Wealth is a Financial Planner in Bonner Springs, KS, located at 23454 Long Rd. It holds a 5.00 rating. The firm provides financial planning, financial advice, money management, and investment management for single and independent women. It operates as a fee-only fiduciary advisor and does not sell financial products or have sales quotas. Services include developing personalized tax-efficient accumulation and income distribution strategies, including plans for financial independence. The firm helps clients understand government programs such as Social Security and Medicare (IRMAA) and reveals tax-efficient opportunities including Roth conversion strategies, tax gain and loss harvesting, deductions and credits, taxable income control, and asset location.

The firm assists with right-sizing emergency funds and reviewing risk mitigation tools such as life, disability, health, long-term care, property, and liability insurance. It provides intentional plans to protect loved ones and direct assets by reviewing account titling, beneficiary designations, last wills, trusts, appointed guardians, and powers of attorney. Services include diversifying portfolios based on risk capacity, risk tolerance, and investment time horizons. The firm helps clients plan for career transitions, sabbaticals, starting a business, major purchases, financing, marriage, adoption, children, and aging parents. It calculates and plans for education costs, college savings opportunities, 529 plans, financial aid, and student loan repayment strategies.

The firm reviews employee benefits packages, qualified retirement plans, deferred compensation, and group insurance options. It helps clients plan for charitable donations efficiently and create systems to simplify income and expenses, track assets and liabilities, and develop disciplined debt repayment strategies. Clear Springs Wealth is a Registered Investment Advisor in the State of Kansas and a member of the XY Planning Network. The firm serves any US citizen with an internet connection via video chat or phone. It has no minimum account balance or wealth level requirement. The firm holds the Sports & Entertainment - Accredited Wealth Management Advisor TM designation.

Clear Springs Wealth provides specialized financial planning for independent women in Bonner Springs.

The business achieves a Technical score of 89 out of 100, ensuring the website is secure and easily readable by search engines without errors. It holds a Content Quality score of 75 out of 100, providing clear answers that AI assistants can quote directly. Clear Springs Wealth ranks number 1 of 3 Financial Planner businesses that BizScoreAI has scored in Bonner Springs.