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Financial Services Tailored to Your Family

Following our 7-Step Financial Planning Process, our comprehensive philosophy factors in each aspect of your life and career to develop your custom Financial Plan. 

 

As life evolves, your plan will evolve with you. Whether you're planning for retirement, funding your children's education, or simply building wealth, we're committed to your financial well-being.

 

We will recommend – and make – the needed adjustments to help keep your plan aligned with your goals.

Hillside Wealth Financial Planning Services

Comprehensive Cashflow Financial Planning

Employee Compensation Planning (RSU, NQSO, ISOs)

Investment Advisory Services

Asset Management

Retirement Planning

Tax Planning

Education Planning

Estate Planning

Insurance & Annuities

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One-Time Financial Plan Service
If you’re not ready to engage in an ongoing relationship but want to enjoy the many benefits of creating a financial plan, we offer a One-time Financial Plan service.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. 
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913-663-2385

10985 Cody Street, Suite 220 • Overland Park, KS 66210

Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Hillside Wealth. Investment advisory services offered through Keating Financial Advisory Services and Raymond James Financial Services Advisors Inc. Keating Financial Advisory Services is registered as an investment adviser and is independent of Raymond James. Hillside Wealth is separately owned and operated and not independently registered as a broker-dealer. Please click the links for the Privacy Notice and Form CRS for Keating Financial Advisory Services, Inc.

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​Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

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© 2025 Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC 

Privacy, Security & Account Protection  |  Raymond James Legal Disclosures (including Form CRS)

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