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  • Lees Summit, MO -AQM
    600 SW Jefferson Street Suite 208, Lee's Summit, MO 64063-3988 T: 816.246.8450 F: 816.246.8430
    Map and Directions Map and Directions
  • Manhattan, KS-AQM02
    555 Poyntz Ave Suite 280, Manhattan, KS 66502-0107 T: 785.537.4505 F: 785.537.9543
    Map and Directions Map and Directions
  • FENTON, MO - AQM10
    1461 Larkin Williams Rd Ste 203 Fenton, MO 63026-3026 T: 636.336.1743
    Map and Directions Map and Directions
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Make the most of Medicare's annual enrollment period
With open enrollment season upon us, ask yourself a few questions to make sure you're getting the most from Medicare.
Retirement & Longevity
The three ingredients of a purposeful retirement
What’s the secret to a purposeful retirement? That’s for you to discover, starting with these three elements of living well.
Retirement & Longevity
Read
Read
Making the most of a Roth IRA
Consider the benefits and limits associated with making post-tax contributions to an individual retirement account.
Retirement & Longevity
Infographic: 7 strategies to strengthen your 401(k)
If you’re contributing to an employer-sponsored 401(k) plan, consider taking these steps to help maximize your retirement benefits.
Retirement & Longevity
More than getting from A to B
How you get around can mean a lot for your retirement quality of life.
Retirement & Longevity
Read
Write your story: Embrace your retirement identity
Rediscover yourself and the impact you can make in this new phase.
Retirement & Longevity
Read
The future of Social Security: What you need to know today
How Social Security’s anticipated shortfall may impact you down the road.
Retirement & Longevity
Read
Planning for the life you want in retirement
Focus on goals, not just wealth.
Retirement & Longevity
Infographic: Rent or buy? Think through where you want to live in retirement
When it comes to choosing a place to retire, location definitely matters — but there are other factors to weigh, like whether to rent or buy a home.
Retirement & Longevity
Tailor your taxes for retirement
From withdrawals to conversions, taxes in retirement can be a balancing act.
Retirement & Longevity
Advance care planning: a loving act
Ensuring your loved one’s end-of-life wishes are honored.
Retirement & Longevity

Are you ready? Let’s uncover the possibility of working together.

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Beyond Wealth AdvisorsBeyond Wealth Advisors
  • 600 SW Jefferson Street Suite 208, Lee's Summit, MO 64063-3988
  • 816.246.8450
  • 816.246.8430
  • Map & Directions
  • Map & Directions
  • 555 Poyntz Ave Suite 280, Manhattan, KS 66502-0107
  • 785.537.4505
  • 785.537.9543
  • Map & Directions
  • Map & Directions
  • 1461 Larkin Williams Rd Ste 203 Fenton, MO 63026-3026
  • 636.336.1743
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Beyond Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.

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