Home | Friedline Financial | Lee’s Summit, MO Financial Advisor

 

Why Us?

Friedline Financial combines knowledge of investment tools, estate planning, and tax analysis with more than 15 years of experience to provide our clients with clarity, direction, and confidence as they plan and execute their retirement. We help some clients with the accumulation phase, some with the preservation phase of life, and we specialize in the distribution phase.

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Services for Individuals

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Services for Companies

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Events in the Community

Our Philosophy

Every individual has a unique personality, and we believe every individual deserves a unique plan for retirement to go with it.  We want you to be confident in retirement, so we get to know you and your situation in order to put together a plan that meets your specific needs.

​VIEW OUR PROCESS​

Our Team

Friedline Financial has been providing the Greater Kansas City, Missouri, area with financial planning and retirement services since 2007. We work with a team of professionals to strategically manage assets in a way that’s both suitable to the client’s needs and fruitful for their retirement.

 

​MEET THE TEAM​