Is $2 Million Enough to Retire in Kansas City?
Discover how Kansas City Business Owners, High-Income Earners, and Retirees are working toward financial independence using the Wealth Freedom Framework.
Apply for your tax-saving ideas session and we'll review your most recent tax return and share observations that may help you identify tax strategies worth discussing with your tax professional.
AS SEEN IN:
βBuilding Wealth and Preparing for Retirement in a Changing Environmentβ
Many individuals believe that reaching a $2 million net worth will provide financial security. However, maintaining wealth in todayβs economic environment presents new challenges. Recent data highlights key concerns:
61% of Americans 50 and up are worried they wonβt have enough money for retirement. (Source: USA Today)
High-income individuals, particularly those earning $250,000 or more from W-2 salaries, often face significant tax burdens with limited avenues for deductions. (Source: MarketWatch)
Retirees aiming for a more luxurious lifestyle, extensive travel, or maintaining multiple residences may find $1 to $2 million insufficient. (Source: First Financial)
Healthcare costs, inflation, and new tax laws are draining wealth faster than ever before. (Source: Congressional Budget Office)
In Kansas City, many business owners, high-income professionals, and retirees are focusing not only on saving for the future but also on strategies to help manage and preserve their current wealth.
Are You Confident Your Financial Strategy is On Track?
Dear KC High Earner,
β Are you earning a strong income but uncertain if you're making the most of it?
β Are you questioning whether $2 million (or more) will meet your retirement goals?
β Are you concerned about increasing tax obligations?
If so, it may be time to consider a financial plan designed to help you manage, grow, and protect your wealth.
Our team can share strategies and insights that could help you pursue your goalsβwhile keeping more of your wealth working for you.
Focus on Financial Independence
Youβve worked hard to build your success. Now itβs time to focus on building the financial confidence to match.
Imagine having a plan that helps you:
βοΈSpend intentionally, with strategies designed to support wealth preservation.
βοΈPlan for meaningful travel, family experiences, and charitable giving.
βοΈDevelop a legacy plan with your loved ones in mind.
βοΈExplore goals like a second home, major purchases, or increased flexibility.
Our Wealth Freedom Framework was developed by experienced Kansas City financial professionals to help clients align their financial resources with their personal goals.
Hereβs How It Works:
We review your current financial landscapeβinvestments, taxes, income, and retirement objectives.
We outline a personalized strategy that reflects your unique goals.
We identify opportunities for tax-efficient planning in collaboration with your tax professional.
Thereβs no obligation to move forward after the initial session.
Take the First Step Toward Financial Clarity
For $47, you can schedule a 30-minute Tax-Saving Ideas session.
During the meeting, we'll review your tax return and share observations that may help uncover tax strategies for your situation.*
Youβll leave with actionable insights you can discuss with your current advisorβor, if appropriate, continue exploring options with our team.
Spots are limitedβonly 10 sessions available per month.
Click below to book your session before they fill up.
The Divvi Team
(Matthew, Kirby, Anthony, and Eric)
The Divvi Wealth Freedom Framework
(Made for High Income Earners, Retirees, and Business Owners)
The Wealth Freedom Framework was developed by the Divvi Teamβeach of whom has over 20 years of financial industry experience
#FREEDOM
γ°οΈ
#FREEDOM γ°οΈ
Together, they developed a structured approach designed to help you build a personalized financial plan.
6 Reasons High-Income Earners & Business Owners in Kansas City Choose Divvi Wealth to Help Manage Their Financial Goals
Transparency
We are fiduciaries, always placing client interests first.
Direct Access to Advisors
No juniors, only seasoned advisors.
Tax-Efficient Strategies
We explore strategies designed to help you.
Award recognition was based on The Star's Kansas City Favorites. No compensation was paid for consideration. Recognition is not indicative of future investment performance.
Tax strategies discussed should be reviewed with a qualified tax professional to determine their applicability to your specific situation.
Personalized Planning
Custom financial plans made just for you.
Award-Winning Service
2024 Gold Winner for Wealth Management in KC.
Proven Leadership
Each Partner has more than 20 years of experience.
3 Steps We Follow for Wealth Management
Step 1:
Schedule a Preliminary Consultation
Click the button below to schedule your 30-minute Tax-Saving Ideas session.
During this session, we will review available information regarding your investments, income streams, and retirement objectives to provide general observations for your consideration.*
Step 2:
Review an Overview of Potential Strategies
Using components of our Wealth Freedom Framework, we will present a preliminary outline of possible strategies that may align with your stated goals and financial profile.
No individualized recommendations will be made during this session.*
Step 3:
Receive Educational Information
We will share examples of up to 10 tax strategies that may warrant discussion with your current tax and financial professionals.
Whether you pursue further planning with us or independently, the information is provided solely for educational purposes.
The session is educational in nature and does not constitute specific investment, tax, or legal advice.
Tax-related strategies should be reviewed and approved by a qualified tax professional.
No investment advisory relationship is created by attending the session.
Us vs. Them: Why Divvi Wealth Management Stands Out
| Feature | Divvi Wealth Management |
|---|---|
| Personalized Financial Plan | β Yes |
| Direct Access to Senior Advisors | β Yes |
| Tax Optimization Strategies | β Yes |
| Real-Time Portfolio Monitoring | β Yes |
| Fiduciary Commitment (We Work for You, Not a Commission) | β Yes |
What You Get in Your $47 βTax-Saving Ideasβ Session
A 30-minute in-person or virtual educational session with a senior wealth advisor.*
A discussion of potential tax-saving strategies for consideration with your tax professional.*
A copy of Divviβs Wealth Freedom Framework overview and a summary of general tax observations.
The session is intended for informational purposes only and does not constitute individualized investment, tax, or legal advice. All tax strategies should be reviewed and approved by a qualified tax professional prior to implementation. Receipt of materials does not create an advisory relationship.
Explore a Financial Planning Approach Designed to Help Manage and Grow Your Wealth
If you are seeking ways to better understand your tax situation and retirement strategy, we invite you to schedule a 30-minute Tax-Saving Ideas session.
During this session, we will share general observations and outline up to 10 tax-saving strategies that may be appropriate to discuss with your tax professional.*
Youβll receive educational information that may help you identify areas to further explore with your trusted financial and tax advisors.
For a limited time, the session is available for $47.
Availability is limited to the first 10 individuals who book this month.
Frequently Asked Questions
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The landscape of financial advice has changed dramatically over the last several decades, and some firms and advisors are struggling to keep up. Thatβs why we formed Divvi. At Divvi, we are focused on client outcomes - not product sales. If your current advisor isnβt a fiduciary, doesnβt work with you on goals based planning and/or doesnβt have a team of professionals in the room dedicated to your success, it might be time to consider a change.
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Generally, households with more than $300,000 of annual income and/or $250,000 in investable assets stand to benefit the most from our services. These individuals, families and business owners are met with unique challenges that extend beyond simply managing their investments. Concepts like Tax Planning, Estate Planning and Risk Management are often more critical to their financial success.
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Our long-term approach works best with goal-oriented clients who value collaboration and are comfortable delegating day-to-day management to a trusted partner.
Clients who prefer to make their own decisions or who prefer a transactional relationship would likely find more appropriate options elsewhere.
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No. The majority of our clients work with us on a fee-basis - we do not earn commissions on products. The maximum annual fee is 1.25% and only goes down from there based on assets managed and other considerations. More importantly, our fees are fully transparent - our clients know what they pay for our services before they start and throughout their relationship with us.
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Absolutely. For many of our working clients, their 401(k) plan represents the largest piece of their investment assets. They often prefer we proactively manage those investments alongside their other assets. We have the tools to do this on their behalf.
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Some βteamsβ are nothing more than individual advisors sharing overhead. Not us. We believe client outcomes improve when people with unique perspectives and complementary backgrounds work toward common goals. Most client meetings will involve more than one Divvi team member, all in the name of better client experiences.
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At Divvi, our boutique, client-centered approach is directed at ensuring we work toward the best possible strategy for each individual client situation. No one client is the same - and at Divvi we recognize that through careful goals-based planning that helps us understand your unique needs. Our thoughtful advisors, their processes and the supporting technology allow us the freedom to create highly individualized plans and portfolios specifically tailored for each client.
We have extensive training in areas like financial planning, investment management & portfolio design, tax planning, business management, and sustainable investing.
Our Credentials:
What do we think aboutβ¦
Our thoughts. Our opinions. Always original.
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