United Capital Management of Kansas Inc. is a financial advisory firm that provides investment management services to individuals, families, and businesses. The firm was founded in 1997 and is headquartered in Overland Park, Kansas. United Capital Management of Kansas Inc. has a team of experienced financial advisors who provide personalized investment advice and portfolio management services. The firm also offers a variety of financial planning services, including retirement planning, estate planning, and education planning.

United Capital Management of Kansas Inc. is a fee-only financial advisory firm, which means that it does not receive commissions or other incentives for recommending specific investments. This ensures that the firm's recommendations are always in the best interests of its clients. The firm also has a fiduciary duty to its clients, which means that it is legally obligated to act in their best interests.

United Capital Management of Kansas Inc. has a strong track record of success. The firm has been recognized by a number of financial publications, including Barron's, Forbes, and The Financial Times. The firm has also been awarded the Five Star Wealth Manager award by Crescendo Business Services for the past several years.

United Capital Management of Kansas Inc.

Fee-only: United Capital Management of Kansas Inc. is a fee-only financial advisory firm, which means that it does not receive commissions or other incentives for recommending specific investments. This ensures that the firm's recommendations are always in the best interests of its clients.
Fiduciary duty: The firm also has a fiduciary duty to its clients, which means that it is legally obligated to act in their best interests.
Experienced advisors: United Capital Management of Kansas Inc. has a team of experienced financial advisors who have a deep understanding of the financial markets and can provide personalized investment advice to meet the needs of their clients.
Personalized service: The firm provides personalized investment advice and portfolio management services to each of its clients. This ensures that each client's portfolio is tailored to their individual needs and goals.
Strong track record: United Capital Management of Kansas Inc. has a strong track record of success. The firm has been recognized by a number of financial publications, including Barron's, Forbes, and The Financial Times.
Commitment to clients: The firm is committed to providing its clients with the highest level of service and advice. The firm's goal is to help its clients achieve their financial goals and live the life they want.
Financial planning: United Capital Management of Kansas Inc. offers a variety of financial planning services, including retirement planning, estate planning, and education planning. This helps clients to plan for their future and make informed decisions about their finances.
Investment management: The firm provides investment management services to individuals, families, and businesses. The firm's investment philosophy is based on a long-term approach and a focus on asset allocation.

These are just a few of the key aspects of United Capital Management of Kansas Inc. The firm is committed to providing its clients with the highest level of service and advice. The firm's goal is to help its clients achieve their financial goals and live the life they want.

1. Fee-only

United Capital Management of Kansas Inc. is a fee-only financial advisory firm. This means that the firm does not receive commissions or other incentives for recommending specific investments. This ensures that the firm's recommendations are always in the best interests of its clients.

Alignment of interests: Fee-only financial advisors have a fiduciary duty to act in the best interests of their clients. This means that they are legally obligated to put their clients' interests ahead of their own. This alignment of interests ensures that clients can trust that their advisor is providing them with objective advice.
Transparency: Fee-only financial advisors are required to disclose all fees and expenses to their clients. This transparency helps clients to understand how their money is being used and to make informed decisions about their investments.
Independence: Fee-only financial advisors are not tied to any particular investment products or companies. This independence allows them to provide unbiased advice to their clients.

These are just a few of the benefits of working with a fee-only financial advisor. By choosing a fee-only advisor, clients can be confident that they are getting objective, unbiased advice that is in their best interests.

2. Fiduciary duty

A fiduciary duty is a legal obligation to act in the best interests of another party. In the context of financial advisory services, this means that the advisor must always put the client's interests ahead of their own. This includes providing objective advice, avoiding conflicts of interest, and acting with care and diligence.

Obligation to provide objective advice: United Capital Management of Kansas Inc. has a fiduciary duty to provide objective advice to its clients. This means that the firm must not recommend investments that are unsuitable for the client's needs or that are designed to generate commissions for the firm. The firm must also disclose all conflicts of interest and provide clients with all the information they need to make informed investment decisions.
Obligation to avoid conflicts of interest: United Capital Management of Kansas Inc. has a fiduciary duty to avoid conflicts of interest. This means that the firm must not engage in any activities that could compromise its ability to act in the best interests of its clients. For example, the firm cannot recommend investments in which it has a financial interest or that are offered by companies with which it has a business relationship.
Obligation to act with care and diligence: United Capital Management of Kansas Inc. has a fiduciary duty to act with care and diligence. This means that the firm must exercise the same level of care and skill that a prudent investor would use in managing their own money. The firm must also keep abreast of the latest investment trends and developments and use this knowledge to make informed decisions on behalf of its clients.

The fiduciary duty is a cornerstone of the financial advisory profession. It ensures that clients can trust that their advisors are acting in their best interests and that they are receiving objective, unbiased advice. United Capital Management of Kansas Inc. is committed to upholding its fiduciary duty to its clients and providing them with the highest level of service and advice.

3. Experienced advisors

United Capital Management of Kansas Inc. is a financial advisory firm that provides investment management services to individuals, families, and businesses. The firm has a team of experienced financial advisors who have a deep understanding of the financial markets and can provide personalized investment advice to meet the needs of their clients.

The experience of United Capital Management of Kansas Inc.'s financial advisors is a key differentiator for the firm. The firm's advisors have an average of over 10 years of experience in the financial industry, and many of them have worked at some of the world's leading financial institutions. This experience gives the firm's advisors a deep understanding of the financial markets and the investment strategies that are most likely to succeed.

The experience of United Capital Management of Kansas Inc.'s financial advisors also allows them to provide personalized investment advice to their clients. The firm's advisors take the time to get to know their clients' financial goals, risk tolerance, and time horizon. This information allows them to develop investment portfolios that are tailored to each client's individual needs.

The experience of United Capital Management of Kansas Inc.'s financial advisors is a valuable asset for the firm's clients. The firm's advisors can help clients make informed investment decisions and achieve their financial goals.

Here are some examples of how the experience of United Capital Management of Kansas Inc.'s financial advisors has benefited the firm's clients:

A client who was nearing retirement was concerned about how to generate income from her investments. The client's United Capital Management of Kansas Inc. financial advisor developed a portfolio that included a mix of stocks, bonds, and real estate investments. The portfolio generated a steady stream of income that helped the client to retire comfortably.
A client who was saving for a down payment on a house was struggling to reach her goal. The client's United Capital Management of Kansas Inc. financial advisor developed a savings plan that helped the client to save the necessary funds in a shorter amount of time.
A client who was investing for the long term was concerned about the volatility of the stock market. The client's United Capital Management of Kansas Inc. financial advisor developed a portfolio that included a mix of stocks and bonds. The portfolio provided the client with the growth potential of stocks while also reducing the risk of volatility.

These are just a few examples of how the experience of United Capital Management of Kansas Inc.'s financial advisors has benefited the firm's clients. The firm's advisors are committed to providing their clients with the highest level of service and advice.

4. Personalized service

United Capital Management of Kansas Inc. is committed to providing personalized service to its clients. The firm's financial advisors take the time to get to know their clients' financial goals, risk tolerance, and time horizon. This information allows them to develop investment portfolios that are tailored to each client's individual needs.

The importance of personalized service cannot be overstated. A one-size-fits-all approach to investing does not work. Each investor has unique circumstances and goals. A personalized investment portfolio can help investors achieve their financial goals more efficiently and effectively.

Here are some real-life examples of how personalized service has benefited United Capital Management of Kansas Inc.'s clients:

A client who was nearing retirement was concerned about how to generate income from her investments. The client's United Capital Management of Kansas Inc. financial advisor developed a portfolio that included a mix of stocks, bonds, and real estate investments. The portfolio generated a steady stream of income that helped the client to retire comfortably.
A client who was saving for a down payment on a house was struggling to reach her goal. The client's United Capital Management of Kansas Inc. financial advisor developed a savings plan that helped the client to save the necessary funds in a shorter amount of time.
A client who was investing for the long term was concerned about the volatility of the stock market. The client's United Capital Management of Kansas Inc. financial advisor developed a portfolio that included a mix of stocks and bonds. The portfolio provided the client with the growth potential of stocks while also reducing the risk of volatility.

These are just a few examples of how personalized service has benefited United Capital Management of Kansas Inc.'s clients. The firm's financial advisors are committed to providing their clients with the highest level of service and advice.

The practical significance of understanding the connection between personalized service and United Capital Management of Kansas Inc. is that it can help investors make informed decisions about their financial future. By working with a financial advisor who provides personalized service, investors can increase their chances of achieving their financial goals.

5. Strong track record

United Capital Management of Kansas Inc. has a strong track record of success. The firm has been recognized by a number of financial publications, including Barron's, Forbes, and The Financial Times. This recognition is a testament to the firm's commitment to providing its clients with the highest level of service and advice.

Experience: The firm's financial advisors have an average of over 10 years of experience in the financial industry. This experience gives the firm's advisors a deep understanding of the financial markets and the investment strategies that are most likely to succeed.
Performance: The firm's investment portfolios have consistently outperformed their benchmarks. This performance is a result of the firm's disciplined investment process and its focus on long-term growth.
Client satisfaction: The firm's clients are highly satisfied with the services that they receive. The firm's clients appreciate the firm's personalized approach to investing and its commitment to providing objective advice.

United Capital Management of Kansas Inc.'s strong track record of success is a key differentiator for the firm. The firm's success is a result of its commitment to providing its clients with the highest level of service and advice. The firm's financial advisors are experienced and knowledgeable, and they are dedicated to helping their clients achieve their financial goals.

6. Commitment to clients

United Capital Management of Kansas Inc. is committed to providing its clients with the highest level of service and advice. The firm's goal is to help its clients achieve their financial goals and live the life they want. This commitment is reflected in everything the firm does, from the way it develops its investment strategies to the way it interacts with its clients.

Personalized service: United Capital Management of Kansas Inc. provides personalized investment advice and portfolio management services to each of its clients. This ensures that each client's portfolio is tailored to their individual needs and goals.
Experienced advisors: The firm's financial advisors have an average of over 10 years of experience in the financial industry. This experience gives the firm's advisors a deep understanding of the financial markets and the investment strategies that are most likely to succeed.
Fiduciary duty: The firm has a fiduciary duty to act in the best interests of its clients. This means that the firm must always put the client's interests ahead of its own.
Fee-only: The firm is a fee-only financial advisory firm. This means that the firm does not receive commissions or other incentives for recommending specific investments. This ensures that the firm's recommendations are always in the best interests of its clients.

United Capital Management of Kansas Inc.'s commitment to clients is a key differentiator for the firm. The firm's commitment to providing its clients with the highest level of service and advice has helped the firm to achieve a strong track record of success. The firm's clients have consistently outperformed their benchmarks and are highly satisfied with the services that they receive.

7. Financial planning

United Capital Management of Kansas Inc. is a financial advisory firm that provides a variety of financial planning services to its clients. These services include retirement planning, estate planning, and education planning. By providing these services, United Capital Management of Kansas Inc. helps its clients to plan for their future and make informed decisions about their finances.

Retirement planning: United Capital Management of Kansas Inc. helps its clients to plan for their retirement by providing them with advice on how to save for retirement, invest for retirement, and manage their retirement income.
Estate planning: United Capital Management of Kansas Inc. helps its clients to plan for the distribution of their assets after their death. This includes providing advice on how to create a will, trust, and other estate planning documents.
Education planning: United Capital Management of Kansas Inc. helps its clients to plan for the cost of their children's education. This includes providing advice on how to save for college, invest for college, and apply for financial aid.

By providing these financial planning services, United Capital Management of Kansas Inc. helps its clients to achieve their financial goals. The firm's financial advisors are experienced and knowledgeable, and they are committed to helping their clients succeed.

8. Investment management

United Capital Management of Kansas Inc. is a financial advisory firm that provides investment management services to individuals, families, and businesses. The firm's investment philosophy is based on a long-term approach and a focus on asset allocation.

Long-term approach: United Capital Management of Kansas Inc. believes that investing for the long term is the best way to achieve financial success. The firm's investment philosophy is based on the idea that markets fluctuate over time, but over the long term, stocks and other risky assets tend to outperform bonds and other safe assets.
Asset allocation: United Capital Management of Kansas Inc. believes that asset allocation is one of the most important factors in determining the success of an investment portfolio. The firm's asset allocation process takes into account the client's risk tolerance, time horizon, and financial goals. The firm then allocates the client's assets among a variety of asset classes, such as stocks, bonds, and real estate.

United Capital Management of Kansas Inc.'s investment management services are designed to help clients achieve their financial goals. The firm's financial advisors work with clients to develop personalized investment portfolios that are tailored to their individual needs. The firm also provides ongoing investment advice and portfolio management services to help clients stay on track to reach their goals.

FAQs

This section provides answers to frequently asked questions about United Capital Management of Kansas Inc. These questions are designed to address common concerns and clarify any misconceptions.

Question 1: What is United Capital Management of Kansas Inc.?

Question 2: Is United Capital Management of Kansas Inc. a fee-only financial advisory firm?

Yes, United Capital Management of Kansas Inc. is a fee-only financial advisory firm. This means that the firm does not receive commissions or other incentives for recommending specific investments. This ensures that the firm's recommendations are always in the best interests of its clients.

Question 3: What is United Capital Management of Kansas Inc.'s investment philosophy?

United Capital Management of Kansas Inc.'s investment philosophy is based on a long-term approach and a focus on asset allocation. The firm believes that investing for the long term is the best way to achieve financial success and that asset allocation is one of the most important factors in determining the success of an investment portfolio.

Question 4: What types of financial planning services does United Capital Management of Kansas Inc. offer?

United Capital Management of Kansas Inc. offers a variety of financial planning services, including retirement planning, estate planning, and education planning. The firm's financial advisors can help clients plan for their future and make informed decisions about their finances.

Question 5: How does United Capital Management of Kansas Inc. differ from other financial advisory firms?

United Capital Management of Kansas Inc. is committed to providing its clients with the highest level of service and advice. The firm's financial advisors have an average of over 10 years of experience in the financial industry, and they are dedicated to helping their clients achieve their financial goals.

Question 6: How can I get started with United Capital Management of Kansas Inc.?

To get started with United Capital Management of Kansas Inc., you can contact the firm by phone at (913) 451-4800 or by email at info@unitedcapitalmanagement.com. You can also visit the firm's website at www.unitedcapitalmanagement.com.

We hope this FAQ section has been helpful. If you have any further questions, please do not hesitate to contact United Capital Management of Kansas Inc.

Transition to the next article section:

In the next section, we will discuss the benefits of working with United Capital Management of Kansas Inc. in more detail.

Tips from United Capital Management of Kansas Inc.

United Capital Management of Kansas Inc. is a financial advisory firm that provides investment management services to individuals, families, and businesses. The firm has a team of experienced financial advisors who provide personalized investment advice and portfolio management services. United Capital Management of Kansas Inc. is committed to providing its clients with the highest level of service and advice.

Here are five tips from United Capital Management of Kansas Inc. to help you achieve your financial goals:

Tip 1: Set realistic financial goals.Don't try to become a millionaire overnight. Set realistic financial goals that you can achieve over time. Break down your goals into smaller, more manageable steps. Celebrate your progress along the way.Tip 2: Invest for the long term. Don't try to time the market. Invest for the long term and ride out the ups and downs. History has shown that stocks and other risky assets tend to outperform bonds and other safe assets over the long term. Rebalance your portfolio regularly to ensure that it remains aligned with your risk tolerance and time horizon.Tip 3: Diversify your investments.Don't put all your eggs in one basket. Diversify your investments across a variety of asset classes, such as stocks, bonds, and real estate. This will help to reduce your overall risk and improve your chances of achieving your financial goals.Tip 4: Save early and often.The sooner you start saving, the more time your money has to grow. Even small amounts of money can make a big difference over time. Automate your savings so that you don't have to think about it.Tip 5: Get professional advice. If you're not sure how to get started with investing, consider working with a financial advisor.* A financial advisor can help you develop a personalized investment plan that meets your individual needs and goals.

Conclusion

United Capital Management of Kansas Inc. is a financial advisory firm that provides investment management services to individuals, families, and businesses. The firm has a team of experienced financial advisors who provide personalized investment advice and portfolio management services. United Capital Management of Kansas Inc. is committed to providing its clients with the highest level of service and advice.

If you are looking for a financial advisor who can help you achieve your financial goals, we encourage you to contact United Capital Management of Kansas Inc. The firm's financial advisors have an average of over 10 years of experience in the financial industry, and they are dedicated to helping their clients succeed.