HM Capital Management

- prudential office building, 14310 Metcalf Ave #140, Overland Park, KS 66223

Welcome to your guide on financial planning services right here in Kansas. In a world of evolving economic landscapes and complex financial decisions, securing your future and managing your wealth requires more than just a good plan; it requires a trusted partner. For residents across our state, having a local, knowledgeable financial professional can make all the difference in achieving your long-term goals. This article focuses on HM Capital Management, a firm located in the heart of Overland Park, dedicated to providing a wide range of financial services with a personalized touch.

HM Capital Management is well-known in the Kansas community for its expertise as a financial consultant, financial planner, and estate planning attorney. Their integrated approach means they can assist with everything from investment strategies and retirement plans to the crucial legal documents needed for estate planning. Their goal is to simplify the complexities of financial management so you can focus on what matters most to you and your family.

Whether you are an individual looking to grow your personal wealth, a family planning for the next generation, or an institution seeking sophisticated consulting, understanding the full scope of a firm’s services is the first step toward a successful partnership. We will explore the key services offered by HM Capital Management, their location, and the features that make them a worthy choice for your financial needs.

HM Capital Management is conveniently situated within the prudential office building at 14310 Metcalf Ave #140, Overland Park, KS 66223, USA. This location is in a prominent and easily accessible part of Overland Park, making it a practical choice for clients throughout Johnson County and the broader Kansas City metro area. The firm’s location within a well-established professional building provides a sense of security and reliability.

Accessibility is a key priority for HM Capital Management. The office building is equipped with features to ensure that all clients, including those with mobility challenges, can comfortably and easily access their services. This includes a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. This thoughtful approach demonstrates a commitment to serving the entire community, ensuring that physical barriers do not stand in the way of sound financial advice.

For many, visiting a financial advisor can be a significant step, and a comfortable and accessible environment can make the experience much more positive. The firm’s strategic location and commitment to accessibility are important aspects of their client-first philosophy.

HM Capital Management offers a comprehensive suite of services designed to address various aspects of financial life for both individuals and institutional clients. Their expertise spans across multiple disciplines, allowing for a holistic and well-rounded approach to wealth management.

Services Offered:

• Wealth Management & Wealth Advisor Services:

  The firm provides strategic guidance for building, preserving, and transferring wealth. This includes a personalized approach to managing assets and planning for future financial needs.

• Financial Planning & Financial Advisory Services:

  They create tailored financial roadmaps that help clients achieve their specific goals, whether that’s saving for a major purchase, planning for retirement, or establishing a legacy.

• Investment Management & Investment Advisor Services:

  As a trusted investment advisor, HM Capital Management helps clients make informed decisions about their investment portfolios, focusing on strategies that align with their risk tolerance and financial objectives.

• Retirement Plans:

  The firm provides expert advice on retirement savings vehicles, helping clients navigate the complexities of 401(k)s, IRAs, and other retirement accounts to ensure a secure future.

• Estate Planning Documents:

  They assist clients in preparing essential documents, such as wills and trusts, to ensure a smooth transition of assets and to honor their final wishes.

• Capital Management:

  This encompasses the strategic allocation of capital to maximize returns and meet financial goals over the long term.

• Fiduciary Services:

  Operating as a fiduciary means the firm is legally and ethically bound to act in the best interests of its clients, providing a high level of trust and accountability.

• Tax Planning & Tax Cuts:

  They offer guidance on tax-efficient investment strategies to help clients minimize their tax liabilities and maximize their returns.

• Family Advisory & Institutional Consulting:

  The firm extends its services to address the financial needs of entire families and provides specialized consulting for large corporations and institutions.

Several features make HM Capital Management a standout choice for financial services in the Kansas area.

Features / Highlights:

• Comprehensive Accessibility:

  With a wheelchair accessible entrance, parking lot, and restroom, the firm is designed to be fully inclusive and welcoming to all members of the community.

• Professional Amenities:

  The presence of a clean and convenient restroom on-site contributes to a comfortable and professional client experience.

• Appointment-Based Service:

  HM Capital Management recommends appointments to ensure that each client receives dedicated and focused attention. This allows for a structured and in-depth discussion of your financial situation without interruptions.

• Integrated Expertise:

  By combining the roles of financial planner, financial consultant, and estate planning attorney, the firm provides a seamless and coordinated service. Clients do not need to seek out multiple professionals for different aspects of their financial life.

To learn more about their services or to schedule a consultation, you can contact the firm directly using the information below.

Contact Information:

Address: prudential office building, 14310 Metcalf Ave #140, Overland Park, KS 66223, USA

Phone: (913) 685-9228

What is worth choosing this firm?

Choosing the right financial partner is a decision that impacts your future and the future of your family. HM Capital Management stands out for several compelling reasons. First and foremost, their status as a fiduciary means their interests are directly aligned with yours. This foundation of trust is crucial when discussing sensitive financial matters and making long-term decisions.

Their integrated service model is another significant advantage. Instead of piecing together advice from a separate financial planner, investment advisor, and estate attorney, you can benefit from a cohesive, well-coordinated strategy all in one place. This holistic approach ensures that all aspects of your financial life—from investments and retirement savings to tax planning and estate documents—are working together toward a common goal.

Furthermore, their commitment to accessibility is a testament to their community-minded values. By providing wheelchair accessible facilities, they demonstrate an inclusive and thoughtful approach to client care. The appointment-based system ensures that every meeting is productive and focused, respecting your time and allowing for a deep dive into your unique financial situation. For residents of Kansas, HM Capital Management offers a reliable, expert, and client-focused partner to help navigate the complexities of wealth management and build a secure financial future.

HM Capital Management

prudential office building, 14310 Metcalf Ave #140, Overland Park, KS 66223, USA