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Dan Reiter, CFP®, CPA

Wealth Manager | Transforming Success into Prosperity

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Prosperity Planning Dan Reiter, CFP®, CPA
Kansas City, Missouri

Serving Clients Nationwide

Wealth Manager | Transforming Success into Prosperity

Areas of Focus

  • Financial Life Planning
  • Investment Management
  • Owning a Business
  • Saving for College
  • Taxes

About Me

As Partner and Wealth Manager, Dan Reiter, CFP®, CPA, provides oversight and training in the Prosperity Planning Blueprint™ and Prosperity Business Blueprint™, our structured planning processes for high-net-worth families and businesses. With the assistance of other team members, he helps implement these processes for clients while employing sophisticated financial, tax, investment, and business planning strategies.

Dan got his career inspiration when he realized the tremendous gap between what people know about finances and what it really takes to be financially successful in the long term. His family members’ experiences with commissioned salespeople made him realize how essential fee-only, fiduciary advice is. Now Dan applies his expertise as a CERTIFIED FINANCIAL PLANNER™ professional and licensed CPA to providing fee-only, fiduciary planning for business owners and other high-net-worth clients with complex finances.

Outside of the office, Dan is a course developer and adjunct instructor in the Personal Financial Planning program at Park University. There, he teaches both retirement and income tax planning as part of the CFP Board-approved education program for aspiring CFP® professionals. In addition, the Weston, MO resident loves time with his wife and two girls, either outdoors at a park or indoors on movie nights complete with popcorn.

Professional Designations

  • CERTIFIED FINANCIAL PLANNER™ Professional
  • Certified Public Accountant (CPA)

Affiliations

  • American Institute of CPAs
  • Fee Only Network
  • Financial Planning Association

Location

1805, Northwest Platte Road, Kansas City, Missouri, 64150

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Flat Fee
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a complimentary 30-minute discovery call. In our call, we’ll discuss the challenges your success has brought you and your goals. We’ll share how we may be able to meet your needs. Next, we send you a financial questionnaire. This helps us to dive into the facts and figures so we can understand the obstacles and opportunities in your path. We then meet in person or virtually and go deeper into your financial picture. We discuss fees and services and answer any questions you may have before formalizing our relationship.

Offers Investment Management

Yes

About our Firm

At Prosperity Planning, we help transform your success into something even better -- prosperity. Prosperity is the peace of mind of knowing all the moving pieces of your finances have been optimized. Prosperity means you can enjoy the financial freedom you have worked so hard to attain.

We are a team of CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals based in Kansas City, Missouri, working with people just like you -- savvy individuals seeking expert advice from a trusted professional. In addition, our in-house Certified Public Accountant (CPA) provides tax planning across all areas of your wealth so that you can use after-tax dollars more effectively.

Our process is centered around your Prosperity Planning Blueprint™ where every recommendation is in writing and customized to your unique needs. In developing your Blueprint, our team collaborates with you to discover your vision of prosperity, then develops a comprehensive plan to transform that vision into reality. We provide accountability, expertise, and encouragement. Even more, we guide you every step of the way in carrying out your plan.

Education

Golden Gate University Master's degree, Taxation | Kansas State University, Master's Degree, Personal Financial Planning | Park University, Bachelor of Science, Business Administration and Management

Volunteer Experience

Treasurer and Board MemberTreasurer and Board Member, The Calling Community Church | Class Coordinator, Financial Peace University | Budget Counselor, Hillcrest Transitional Housing

Badges

Hobbies and Interests

  • Family
  • Movies

Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Divorce
  • Intergenerational Families
  • Living in Retirement
  • Women Professionals