Lucas Fender, ChFC®, CRPC®, CRPS®
Your Wealth, Well Planned. Confidence Through Proper Planning.
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Serving Clients Nationwide
Your Wealth, Well Planned. Confidence Through Proper Planning.
Areas of Focus
- Business Owners
- Divorce Financial Planning
- Employee Benefits
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- Inherited Wealth
- Investment Management
- Retirement Planning
- Taxes
About Lucas Fender, ChFC®, CRPC®, CRPS®
I founded our firm to help individuals, families, and business owners make confident financial decisions, without the confusion, pressure, and one-size-fits-all advice that often dominates this industry. We work to infuse holistic financial planning with tax strategy and estate planning support all in one place, and make a positive impact in our clients’ lives.I come from a family of financial advisors. My passion for investing began at a young age. Before entering wealth management over a decade ago, I founded and operated a successful software company in Overland Park. Running a business taught me a lot about building complex systems that can adapt to an ever-changing world: things like cash flow, risk management, cost efficiencies, and the consequences of decisions made today that don’t show up until years later. Those perspectives shape how we approach financial planning: comprehensive, structured, consultative, and relentlessly focused on delivering superior outcomes. Today we work with clients on comprehensive wealth management, retirement planning, and employer-sponsored retirement plans, including 401(k) and other qualified plans for small and mid-sized businesses.
Early in my career I recognized the importance of constant improvement and learning. I hold the ChFC® (Chartered Financial Consultant®) designation from the American College of Financial Services, as well as the CRPC® (Chartered Retirement Planning Counselor®) and CRPS® (Chartered Retirement Plans Specialist®) designations through the College for Financial Planning. More importantly, I believe good advice starts with truly listening. Every client’s situation is different, and effective planning requires understanding your goals, values, and preferences - not just numbers on a page.
I live in Johnson County with my wife and our two sons. Being a husband and father strongly influences how I think about money, not as an end goal, but as a tool to support security, flexibility, and the ability to be present for the moments that matter. That perspective drives every recommendation I make and every financial plan I build.
Outside of client work, I’m actively involved in the local community and currently serve on the board of the Spring Hill Education Foundation, as well as SHRM of Johnson County. Working alongside community and business leaders has reinforced my belief that strong planning, whether financial or organizational, creates better outcomes for people and businesses alike.
I consider it a privilege to do this work. My goal as a founder and advisor is simple: build long-term relationships and provide clear, thoughtful guidance that helps clients move forward with confidence.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Consultant (ChFC)
- Chartered Retirement Planning Counselor (CRPC)
- Chartered Retirement Plans Specialist (CRPS)
Affiliations
-
Association for Financial Professionals
- BBB Accredited Business
- Estate Planning Council
- Fee Only Network
- Financial Planning Association
- BBB Accredited Business
Primary Location
7500 W. 160th St. Suite 102, Overland Park, KS 66085
Additional Locations
📍 7500 College Blvd, 5th Floor Overland Park, KS 66210
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Fee Only
- Flat Fee
- Hourly Rate
- Offers Advice-Only Services
- One-time Financial Plan
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed.Offers Investment Management
Yes
Offers Tax Preparation
Yes
About Proper Planning & Wealth Management
At Proper Planning & Wealth Management, we help families and businesses manage wealth, reduce uncertainty, and plan for the future with confidence.Advice Without Agenda
Here, we do things differently. We don’t lead with products, portfolios, or high-pressure sales. We start with your life: your goals, your values, your vision for the future. Then we build a personalized plan to help you get there, with investment management, tax strategies, and estate planning support all in one place.
Whether you're preparing for retirement, optimizing a complex compensation package, or planning a legacy for your family, we provide ongoing, transparent guidance that adapts as your life evolves.
What Makes Us Different
✔️ Planning-First, Always: As fiduciaries, we lead with strategy, not product. Our approach is anchored in your values and goals.
✔️ Integrated & Holistic: Tax strategies, estate plans, retirement goals: our advice ties everything together. We consider the full picture, and follow a fiduciary standard.
✔️ Transparent Cost: Everything is included. No surprise invoices. No upselling. Just ongoing advice.
✔️ Estate Planning Support: We coordinate with licensed attorneys in all 50 states to make sure your estate documents are not only in place, but aligned with your broader plan.
Who We Best Serve
▪️ Families & Individuals
You want deep, ongoing planning, not just investment management.
▪️ Life in Transition
Your life is in transition: retirement, selling a business, divorce, managing equity compensation, or inheriting wealth.
▪️ Businesses & Business Owners
You own or manage businesses and need guidance on succession planning, exit strategy, or designing and maintaining qualified retirement plans like 401(k)s.
▪️ Family Stewards
You need a qualified team to handle your family’s wealth with care and diligence. You value clarity, purpose, and relationship in your financial decisions.
Hobbies and Interests
- Basketball
- Computer
- Cooking
- Dancing
- Family
- Gardening
- Grilling
- Movies
- Music
- Photography
- Reading
- Skiing
- Sports
- Swimming
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Baby Boomers
- BIPOC
- Blended Family
- Business Owners
- Corporate Executives
- Couples
- Creative Professionals
- Dentists
- Divorce
- Dual Income Family
- Engineers
- Entrepreneurs
- Families
- Financial Independence Retire Early (FIRE)
- Gen X
- Gen Y / Millennials
- Healthcare Professionals
- Individuals
- Intergenerational Families
- Living in Retirement
- Parents
- Physicians
- Private Foundations & Organizations
- Professional Athletes
- Real Estate Agents
- Real Estate Investors
- Remote Workers
- Sales Professionals
- Startup Employees
- Technology Professionals
- Travel Lovers
- Widow
- Women in Transition
- Women Professionals
- Young Families
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