Dennis R. Bacon, Cpa, Cfp®

Dennis R. Bacon, Cpa, Cfp® Email and Phone Number

Investment Management Consultant @ Beyond Wealth Advisors
Lee's Summit, MO, US
Dennis R. Bacon, Cpa, Cfp®'s Location
Lees Summit, Missouri, United States, United States
Dennis R. Bacon, Cpa, Cfp®'s Contact Details

Dennis R. Bacon, Cpa, Cfp® personal email

Dennis R. Bacon, Cpa, Cfp® phone numbers

About Dennis R. Bacon, Cpa, Cfp®

As a Financial Advisor and Founding and former Partner at Beyond Wealth Advisors, my focus is on you and your financial life with no tolerance for loose ends. Since 1993, I have enjoyed serving the financial planning needs of my clients in the Kansas City area, providing client-centric service designed to meet and exceed each client's individual needs. My strategic approach is always aligned with your focus.Those I Serve and Situations I Serve:• Families and Individuals• Retirees and Nearing Retirement• Business Owners• Estate and Legacy Planning• Tax Planning• Distribution Strategies• Healthcare Planning• Long-Term Care Costs• Sudden Life EventsI take pride in providing a high level of due diligence and an uncompromised level of service when it comes to your financial future.I hold the CFP® professional certification, am a Missouri Licensed CPA, have completed the Institute of Investment Management Consulting program, and am a Certified Kingdom Advisor®.My specialized training as a CERTIFIED FINANCIAL PLANNER™ professional and a CPA along with my 31+ years of financial guidance experience helps me to develop creative strategies for my client's in addressing life's challenges.My wife, Michelle, and I have lived in Lee’s Summit since 1994. We have two grown children, a daughter-in-law, and three grandchildren. Michelle is a fifth-grade teacher at Summit Christian Academy. Our daughter, Rachel, is the Kansas City area Manager for Dale Carnegie Training. Our son, Nathan, is the Associate head baseball coach at the University of the Ozarks in Clarksville, AR, and his wife, Jackie, works in corporate management for Ammo Can Man.Outside of work, I am actively involved with my church and other area charities. When I am not working or volunteering, you will most likely find me with my family, at the lake fishing, traveling, or watching Chicago sports.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPCInvestment advisory services offered through Raymond James Financial Services Advisory, Inc.Beyond Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP (R), CERTIFIED FINANCIAL PLANNER(TM) AND CFP(R) INT THE U.S.

Dennis R. Bacon, Cpa, Cfp®'s Current Company Details
Beyond Wealth Advisors

Beyond Wealth Advisors

View
Investment Management Consultant
Lee's Summit, MO, US
Website:
raymondjames.com
Employees:
18734
Dennis R. Bacon, Cpa, Cfp® Work Experience Details
  • Beyond Wealth Advisors
    Investment Management Consultant
    Beyond Wealth Advisors
    Lee'S Summit, Mo, Us
    View
  • Beyond Wealth Advisors
    Investment Management Consultant
    Beyond Wealth Advisors Feb 2015 - Present
    Lees Summit, Missouri, Us
    As an Investment Management Consultant (IMC), I provide expert guidance and strategic advice to help my clients build and manage investment portfolios that align with their financial objectives. My role requires a deep understanding of financial markets, strong analytical skills, excellent client service, and a commitment to continuous learning and compliance. My goal is to help my clients navigate the complexities of investing and achieve their long-term financial goals.My responsibilities can be quite comprehensive and varied typically including the following key areas:1. Portfolio Management:I design, implement, and manage investment portfolios tailored to the specific needs and objectives of their clients. This involves selecting appropriate asset classes, to build a diversified portfolio that balances risk and return according to my client's risk tolerance and investment horizon.2. Financial Analysis and Research:I conduct in-depth financial analysis and research to identify investment opportunities and make informed recommendations which includes analyzing economic trends and financial markets, to forecast potential returns and risks. 3. Client Consultation and Education:I work closely with my clients to understand their financial goals, risk tolerance, time horizon and provide personalized advice and educate them on investment strategies, market conditions, and financial planning concepts.4. Risk Management:I identify potential risks associated with different investments and employ strategies to mitigate these risks by diversifying investments and regularly reviewing and adjusting the portfolio to respond to changing market conditions.5. Performance Monitoring and Reporting:I continuously monitor the performance of investment portfolios and provide regular reports to my clients detailing portfolio performance and any changes made to the investment strategy ensuring that the portfolio remains aligned with the client's goals and risk tolerance.
    View
  • Beyond Wealth Advisors
    Financial Advisor
    Beyond Wealth Advisors Feb 2015 - Present
    Lees Summit, Missouri, Us
    As a Financial Advisor with a Certified Financial Planner (CFP®) designation, I am a highly qualified professional who offers comprehensive financial planning and advisory services to individuals, families, and businesses. I offer a holistic approach to financial planning, covering all aspects of clients’ financial lives including: 1. Comprehensive Financial Planning: Creating tailored financial plans, assessing clients’ current situations and identifying goals. These plans cover budgeting, saving, investing, tax planning, retirement planning, and estate planning.2. Investment Management: The design and management of investment portfolios, selecting appropriate investment vehicles, diversifying assets to manage risk, and adjusting portfolios based on market conditions and clients’ needs.3. Retirement Planning: Help clients prepare for retirement by estimating income needs, creating savings strategies, selecting retirement accounts, and advising on Social Security and pension plans. 4. Tax Planning: Strategies to minimize tax liabilities and optimize after-tax returns.5. Estate Planning: I assist in creating estate plans, drafting wills, setting up trusts, and designating beneficiaries to minimize estate taxes, avoid probate, and ensure clients' wishes are fulfilled.6. Risk Management and Insurance Planning: I identify potential risks and recommend insurance coverage, including life, health, disability, long-term care, and property and casualty insurance.7. Education Planning: I help clients plan and save for education expenses exploring savings options like 529 plans and creating funding strategies.8. Cash Flow and Debt Management: I assist in managing cash flow and reducing debt, creating budgets, monitoring spending, advising on debt repayment strategies, and building emergency savings.9. Ethical Standards and Fiduciary Duty: I adhere to strict ethical standards and act as a fiduciary, legally and ethically obligated to act in clients’ best interests.
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  • Beyond Wealth Advisors
    Partner
    Beyond Wealth Advisors Aug 1996 - Present
    Lees Summit, Missouri, Us
    As a Partner at Beyond Wealth Advisors my responsibilities are multifaceted and designed to ensure the success and growth of the firm while providing exceptional service to our clients. At the heart of my responsibilities is my commitment to client-centric service, where every action and decision is made with our clients' best interests in mind.One of my primary responsibilities is to develop and maintain strong client relationships for my clients and clients of other Financial Advisors in our firm. I serve as a trusted advisor, guiding clients through complex financial landscapes, including retirement planning, investment management, estate planning, tax strategies, and risk management.I am/was responsible for the strategic direction and overall management of the firm which includes setting long-term goals, developing business plans, and implementing policies and procedures that promote efficiency and growth. A critical responsibility is ensuring the firm, and our Advisors are compliant with regulatory requirements, staying abreast of changes in financial regulations and ensuring that the firm's practices adhere to these standards. I play a key role in mentoring and developing the firm's staff. This includes recruiting and training new advisors, providing ongoing education and professional development opportunities, and fostering a collaborative and supportive work environment. My objective is to help build a strong, capable team that can deliver high-quality service to our clients.Financial performance is another area of focus for me which involves managing the firm's financial resources, including budgeting, forecasting, and financial reporting.My responsibilities require a blend of financial expertise, strategic vision, leadership skills, and a deep commitment to client service. By balancing these responsibilities, I help to drive the firm's success, foster client trust, and contribute to the financial well-being of the clients we serve.
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  • Beyond Wealth Advisors
    Owner
    Beyond Wealth Advisors Aug 1996 - Present
    Lees Summit, Missouri, Us
    In April of 2020, Bacon Financial Advisors renamed the company: Beyond Wealth Advisors. The renaming was implemented to reflect an intentional focus on our clients’ passions and long-term goals. The rebranding better highlights our dedication to helping clients achieve their financial and personal aspirations.Beyond Wealth Advisors was co-founded by Financial Advisors with Raymond James, Dennis Bacon, CPA, CFP®, and John Kliewer, CMFC®, who united with a vision to guide clients in making meaningful impacts as they plan for their today, tomorrow, and beyond.Beyond Wealth Advisors focuses on helping clients prepare for their today, tomorrow and beyond. Beyond Wealth serves the diverse needs of individuals, families, retirees, business owners and non-profit organizations. At Beyond Wealth, we embrace servant leadership and are a committed to help clients achieve their financial objectives and make a lasting impact with their resources.
    View
  • Waterfront Wealth, Inc.
    Senior Director
    Waterfront Wealth, Inc. May 2012 - Feb 2015
    WaterFront Wealth, Inc
  • Wells Fargo Advisors, Llc
    First Vice President - Investments
    Wells Fargo Advisors, Llc Nov 2009 - May 2012
    San Francisco, California, Us
    View
  • Raymond James
    Investment Management Consultant, Branch Manager
    Raymond James Apr 2001 - Nov 2009
    St. Petersburg, Florida, Us
    View
  • Berry & Bacon, Inc.
    Owner
    Berry & Bacon, Inc. Jan 1996 - Aug 2001
    Berry & Bacon, Inc. became Bacon Financial Advisors in August 2001
  • Taylor Cable Products
    Controller
    Taylor Cable Products Sep 1995 - Aug 1996
    Grandview, MO
  • Homestead Furnishings, Inc.
    President
    Homestead Furnishings, Inc. 1988 - 1993
    Naperville, IL
  • Interlake
    Corp Accounting Supervisor-Material Handling Division
    Interlake 1986 - 1988
    Lisle, IL
  • Beatrice Companies
    Senior Auditor
    Beatrice Companies 1985 - 1986
  • Browining Ferris Industries
    Area Controller
    Browining Ferris Industries 1983 - 1985
    Melrose Park, Il & Downers Grove, IL
  • Interlake
    Senior Auditor
    Interlake 1981 - 1983
    Oak Brook, IL
  • Deliotte Touche
    Staff Auditor
    Deliotte Touche 1980 - 1981
    Tulsa, Ok

Dennis R. Bacon, Cpa, Cfp® Skills

Small Business Finance Management Retirement Public Speaking Coaching Mutual Funds New Business Development Business Strategy Wealth Life Insurance Negotiation

Dennis R. Bacon, Cpa, Cfp® Education Details

  • Harding University
    Harding University
    Accounting
  • College For Financial Planning
    College For Financial Planning
    Financial Planning
  • Berryhill High School, Tulsa, Ok
    Berryhill High School, Tulsa, Ok

Frequently Asked Questions about Dennis R. Bacon, Cpa, Cfp®

What company does Dennis R. Bacon, Cpa, Cfp® work for?

Dennis R. Bacon, Cpa, Cfp® works for Beyond Wealth Advisors

What is Dennis R. Bacon, Cpa, Cfp®'s role at the current company?

Dennis R. Bacon, Cpa, Cfp®'s current role is Investment Management Consultant.

What is Dennis R. Bacon, Cpa, Cfp®'s email address?

Dennis R. Bacon, Cpa, Cfp®'s email address is de****@****nic.net

What is Dennis R. Bacon, Cpa, Cfp®'s direct phone number?

Dennis R. Bacon, Cpa, Cfp®'s direct phone number is +181630*****

What schools did Dennis R. Bacon, Cpa, Cfp® attend?

Dennis R. Bacon, Cpa, Cfp® attended Harding University, College For Financial Planning, Berryhill High School, Tulsa, Ok.

What are some of Dennis R. Bacon, Cpa, Cfp®'s interests?

Dennis R. Bacon, Cpa, Cfp® has interest in Baseball, Church, Golf, Travel, Fishing.

What skills is Dennis R. Bacon, Cpa, Cfp® known for?

Dennis R. Bacon, Cpa, Cfp® has skills like Small Business, Finance, Management, Retirement, Public Speaking, Coaching, Mutual Funds, New Business Development, Business Strategy, Wealth, Life Insurance, Negotiation.

Who are Dennis R. Bacon, Cpa, Cfp®'s colleagues?

Dennis R. Bacon, Cpa, Cfp®'s colleagues are Charles B. Thompson, Cfp®, Chfc®, Ricp®, Aif®, Cltc®, Aams®, Jeff Kiser, Stephanie Nichols, Bina Shah, Hannah Lucas, Gary Fribance, Carla Masselink.

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