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What We Do
Retirement Income Planning
Sequencing, Social Security & Roth timing
ESOP & NUA Strategy
Diversification, distributions & NUA
Tax-Aware Investing
Asset location & distribution sequencing
Estate & Legacy Coordination
Beneficiaries, titling & charitable giving
401(k) Fiduciary Advisory
Plan design, oversight & fee benchmarking
Business Owner Exit Planning
Buy-sell review, valuation & succession
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Blue Valley Wealth Management
Overland Park, Kansas
Phone
913-553-6965
Office
11101 Switzer Road, Suite 100
Overland Park, KS 66210
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Blue Valley Wealth Management
Managing Partner
(913) 553-6965
brian.lore@bluevalleywealth.com