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.

The right 401(k) plan does more than help your employees save for retirement. It can also strengthen your business by re...
06/24/2026

The right 401(k) plan does more than help your employees save for retirement. It can also strengthen your business by reducing tax liability, improving employee satisfaction, and giving you a competitive edge in attracting and retaining top talent.

Our team is here to help you craft and manage your team’s 401(k) plan. From plan structure to employee communication tips, we are here to support you. Give us a call today, and we can get started.

Here’s the scoop: It’s time to celebrate Father's Day! We wanted to shout out all of the dads, grandfathers, and father ...
06/21/2026

Here’s the scoop: It’s time to celebrate Father's Day!

We wanted to shout out all of the dads, grandfathers, and father figures who make our lives special. We hope that this Father’s Day is filled with quality time, well-deserved rest, and maybe even a couple of dad jokes.

Juneteenth commemorates June 19, 1865, when federal troops arrived in Galveston, Texas, two years after the Emancipation...
06/19/2026

Juneteenth commemorates June 19, 1865, when federal troops arrived in Galveston, Texas, two years after the Emancipation Proclamation, to enforce Abraham Lincoln’s order to end slavery in the rebelling state farthest west

It’s been observed as a day to honor this history and celebrate Black culture and resilience, and it officially became a federal holiday in 2021.

In observance of the holiday, our office will be closed on June 19th. We’ll be back on Monday, June 22nd. We hope you have a meaningful and joyful Juneteenth!

Our team wanted to share some perspective on liquidity for high-net-worth (HNW) portfolios, because while liquidity is o...
06/17/2026

Our team wanted to share some perspective on liquidity for high-net-worth (HNW) portfolios, because while liquidity is often thought of as simply “cash on hand,” it can also be a key driver of flexibility, control, and long-term financial success. Swipe for a brief overview of why liquidity matters and what a framework that includes liquidity consideration could look like.

Building liquidity can be less about how much cash you hold and more about how easily you can access capital without disrupting your long-term strategy. So, if you’ve been thinking about how this applies to your own situation, know that we are always happy to talk it through with you. Give the office a call today, and we can find a time to connect.

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a meaningful Memorial Day.

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there....
05/10/2026

Our team wants to wish a very Happy Mother’s Day to all of the moms, grandmothers, and other maternal figures out there.

From the late nights of the newborn stage to the late nights waiting up for teens, we owe moms a debt of gratitude (and sleep)!

So whether you’re a mother yourself, you’re celebrating your mom, honoring your partner, or recognizing another maternal figure in your life, we hope this day is full of appreciation.

As a student, college costs can feel intimidating. However, there are many resources designed to help college-bound stud...
04/30/2026

As a student, college costs can feel intimidating. However, there are many resources designed to help college-bound students cover expenses. Swipe through for an overview of some support options.

We hope these suggestions are helpful for students or parents planning for college. Otherwise, if you have questions about your financial picture or want to talk about investment strategies, give us a call. We are here to help.

04/22/2026

April is a month of fresh energy and intention. The new season brings longer days, renewed motivation, and a great opportunity to take a closer look at the habits that shape our personal and professional lives.

This month’s quote is a reminder that excellence isn’t something we achieve once; it’s something we practice over time. Small, consistent actions lead to big results.

So, as you move through April, ask yourself: What habit are you committed to building (or rebuilding) this month? Let us know in the comments. We’d love to cheer you on!

Money Smart Week is a great time to refocus on the financial decisions that build long-term wealth. After all, thoughtfu...
04/15/2026

Money Smart Week is a great time to refocus on the financial decisions that build long-term wealth. After all, thoughtful planning today helps protect both lifestyle and legacy tomorrow. Swipe to learn a few key smart money moves.

If you'd like to explore which smart money moves make sense for your situation, our team is here to help. Give us a call today.

March proved to be a turbulent month with conflict with Iran sending oil prices skyrocketing and compounding inflation t...
04/13/2026

March proved to be a turbulent month with conflict with Iran sending oil prices skyrocketing and compounding inflation that was already proving hard to tame. A big story from March was the March 17-18 Federal Reserve (Fed) meeting, which saw the Fed hold rates steady. Swipe through for more information about where markets ended in March and what’s driving the numbers.

As always, don’t hesitate to reach out to our team with any questions or needs. We are here as a resource for 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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