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Park Central Plaza

4717 Grand Ave. Suite 240

Kansas City, MO 64112

(816) 221-1606

 
Trusted Advisors Will I be OK? Have I done enough to protect my family? When will we have enough to retire?

Welcome to Paula Porsch Wealth Management


"When was the last time you visited with your financial advisor? Was it face to face? Did she ask you thought provoking questions that would tell her the story of your life’s hardships, accomplishments, dreams, and goals? If not, and you are seeking a personal relationship with a wealth advisor who listens first, communicates, creates a plan, and only then ... invests your money, then you have come to the right place”.

Paula D. Porsch           

CPA, CRPC, CDFA           

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About Us

We work hard to maintain a boutique feel our clients enjoy while delivering world class service and attention.

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About You

You need someone you can rely on to provide trusted, objective and competent advice...an organization who has built a reputation on these qualities and relationships.

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Videos

Spend a few minutes and peruse our short educational videos on a topic of interest to you.

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Holistic Approach

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Retirement

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Building Your Future

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Investment

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Helpful Content

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Gap Insurance for Leased Cars

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Problems with Probate

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

 

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

Is a SEP-IRA Right for Your Business?

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

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How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

No Cash, No Checks, No Problem

Peer-to-peer payment apps are one of the newest ways to send money.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

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