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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

The Financial Literacy Crisis

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Investment Strategies for Retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

 

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

Traditional vs. Roth IRA

One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.

And the Executor Is

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

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

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Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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