Aaron Sloan - Strategic Financial

Aaron Sloan - Strategic Financial Maximize your money, manage risks, and live the life you want through education-first financial planning. Our Mission
Providing clarity. Building wealth.

Serving Harrisonville & Kansas City with retirement, investment and tax strategies. Book a meeting: https://m.levitate.ai/b2dbc9-5j8f0n?landing=true Our Company
At Strategic Financial, we believe financial advice should be clear, personal, and practical. Based in Harrisonville, Missouri, and serving the greater Kansas City area, we help individuals, families, and business owners gain confidence in their financial future. You want a financial advisor who listens, speaks in plain language, and helps you navigate the complex world of wealth management, retirement planning, and financial protection. When our clients feel secure in their financial decisions, we’ve accomplished our goal. Our reputation is built on integrity and long-term client satisfaction. Empowering life's possibilities. Our Values
We empower clients through education, collaboration, and passionate excellence. We believe in acting with honesty, integrity, and transparency at every stage of the relationship. When our clients understand their financial strategies, they’re better equipped to make confident, informed decisions for their families, their businesses, and their futures. The Strategic Financial Team
Our team-based approach gives clients access to a wide range of services and specialties. As economic conditions shift, we adapt to continue delivering financial clarity and strategic solutions. Whether you're planning for retirement, selling a business, protecting assets, or building a legacy—we’re here to guide you every step of the way. Strategic Financial Services
Strategic Investment Plans
Portfolio Analysis

Asset Allocation & Management

Fee-Based Advisory

Tax-Efficient Investment Strategies

Strategic Financial Products
Access to a full suite of insurance and investment solutions

Tailored to your goals and risk tolerance

Strategic Business Planning
Business, Farm, & Practice Succession Planning

Qualified Retirement Plans

Family Transfer Planning

Buy-Sell Agreement Funding

Coordinated Legal Document Preparation

Strategic Estate Planning
Gift & Estate Tax Strategies

Multi-Generational Wealth Planning

Charitable Giving Strategies

IRA & Qualified Plan Distribution Planning

Asset Valuation & Protection Techniques

Strategic Insurance Solutions
Life Insurance & Income Replacement Strategies

Comprehensive Insurance Reviews

If you're looking for a financial advisor near Harrisonville or Kansas City who values clarity over complexity and people over products, we’d love to start a conversation.

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, es...
10/06/2026

October is National Financial Planning Month, making the month a timely opportunity to revisit a few planning basics, especially as market volatility has been top of mind for many investors. Swipe through for a few tips to help keep the focus on steady, thoughtful planning.

Feel free to share these tips with anyone who may find them helpful. And as always, if you have questions about your current plan or would like to talk through your strategy, please contact us.

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 20...
10/01/2026

The 2027-2028 FAFSA is open as of October 1, 2026. If you or a student you support plans to attend college during the 2027–2028 academic year, it is a good idea to get started on the process early. So, with that in mind, our team wanted to share a few early steps that can help streamline the process:

🔹Create or verify your StudentAid.gov account.
🔹Gather essential financial documentation, including 2025 tax returns, W-2s, and income records.
🔹Determine which parent(s) or contributor(s) will be required to provide information, if necessary.
🔹Review college, state, and scholarship deadlines, as many institutions award aid on a first-come, first-served basis.

While the federal FAFSA deadline is June 30, 2028, many colleges and states set earlier priority deadlines for aid consideration, so submitting your application early can improve access to institutional, state, and need-based aid.

If you have questions about college funding strategies or how education expenses align with your overall financial plan, please contact our office. We are here to assist you.

Life insurance beneficiary designations play an important role in making sure assets are passed along according to your ...
09/30/2026

Life insurance beneficiary designations play an important role in making sure assets are passed along according to your wishes. While many people set these up once, it’s worth revisiting them from time to time. Swipe through to learn more.

If you’d like to review your current policies or talk through your beneficiary designations, feel free to reach out anytime. We are always happy to help.

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready...
09/23/2026

Retirement is one of the biggest financial milestones you will ever plan for, and knowing when you are financially ready can feel overwhelming. While everyone’s retirement goals are different, there are several important signs that may indicate you are ready for retirement. Swipe to learn more.

Having a thoughtful plan in place can help you move into retirement with greater confidence and peace of mind. If you would like to talk with us as you prepare for retirement, give us a call. We are here to help.

Despite some bad shots (me), the Strategic Financial team pulled out a win in B flight thanks to the boys. Always a bla...
09/22/2026

Despite some bad shots (me), the Strategic Financial team pulled out a win in B flight thanks to the boys. Always a blast playing in the Harrisonville Public School Foundation Alumni & Friends Golf Tournament. The Foundation raised about $9,000 to support students and staff in the Harrisonville school district through grants and scholarships!

September is Life Insurance Awareness Month, and there is no better time to take a closer look at what you know and what...
09/17/2026

September is Life Insurance Awareness Month, and there is no better time to take a closer look at what you know and what you might want to revisit when it comes to life insurance.

Swipe through this month's quiz to test your knowledge and pick up a few facts along the way!

If you have questions about life insurance or want to talk through your coverage options, do not hesitate to reach out. We are here to help.

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, impr...
09/15/2026

While market volatility can feel uncomfortable, it can also open the door to strategies that may help reduce taxes, improve long-term positioning, and strengthen your overall financial plan. Swipe through for several concepts worth keeping in mind.

If you’d like to discuss any of these strategies or review your financial plan, feel free to reach out anytime. We’re always happy to talk through questions or concerns.

This is for informational purposes only and should not be considered legal, tax, or investment advice or as a recommendation of any particular strategy or product.

It's beautiful. Every space is filled.(we don't talk about the spacing or level)
09/11/2026

It's beautiful. Every space is filled.

(we don't talk about the spacing or level)

As businesses continue evaluating ways to enhance employee benefits and long-term financial wellness, reviewing and impr...
09/10/2026

As businesses continue evaluating ways to enhance employee benefits and long-term financial wellness, reviewing and improving 401(k) plan features can make a meaningful difference. Swipe through for some strategies you may want to explore for your business.

If you would like to further discuss how these strategies may support your business’s employee benefits goals, contact us. We are happy to review your current plan and discuss your options.

A strong 401(k) plan can help employees prepare for retirement while supporting recruiting, retention, and overall workp...
09/08/2026

A strong 401(k) plan can help employees prepare for retirement while supporting recruiting, retention, and overall workplace satisfaction. Swipe through for some strategies businesses may want to consider when evaluating their retirement benefits offerings.

If you are interested in knowing more about how any of these strategies may work with your unique business needs, contact us today. We are happy to discuss your options with you.

Address

1901 South Commercial Street
Harrisonville, MO
64701

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+14178233810

Website

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