Retirement Planning in Kansas City
Whether retirement is next year or a decade away, Lucy helps KCK residents map out where their monthly income will come from.
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Retirement & Health Insurance Help in Kansas City, KS
Lucy Whitehead's office is in Basehor, just west of Kansas City, Kansas, and she regularly works with KCK residents, meeting at their homes or by phone and video.
Whitehead Financial serves clients in Kansas City, Kansas, with retirement planning, 401(k) rollovers and health insurance for self-employed people. Lucy Whitehead is an independent broker based in nearby Basehor who has helped people since 1995, and there's no charge for her services and no management fees.
Kansas City, Kansas, is a big, working city of an estimated 157,805 residents as of July 1, 2025 (U.S. Census Bureau QuickFacts). Since 1997, the city and Wyandotte County have operated under one consolidated Unified Government (Unified Government of Wyandotte County/Kansas City, KS). KCK sits at Kaw Point, where the Missouri and Kansas rivers meet, and a lot of folks here have spent decades in manufacturing, logistics, retail and public service jobs that come with workplace retirement plans.
The median household income in KCK is $62,401 and about 13.2% of residents are 65 or older (U.S. Census Bureau QuickFacts). That means a big share of the city is still working, saving and making choices about old employer plans, job changes and health coverage. Lucy keeps things practical: she explains how the options work in plain English and lets you take it from there. There's no charge for her services and no management fees.
Getting together is easy. KCK is crossed by Interstates 35, 70, 435, 635 and 670 (Unified Government of Wyandotte County/Kansas City, KS), and the average commute is about 22.4 minutes (U.S. Census Bureau QuickFacts). Lucy's office is in Basehor, but she's glad to come to you anywhere in Kansas City, Kansas, or meet by phone or video, whichever fits your schedule.
Services in Kansas City 
How Lucy helps Kansas City clients
401(k) Rollovers in Kansas City
Left a job in KCK and not sure what to do with the 401(k)? Lucy helps you understand your choices before you make a move.
Learn more →Health Insurance for the Self-Employed in Kansas City
Running your own business, driving for an app or doing contract work in KCK? Lucy helps you sort out health coverage without the headache.
Learn more →Kansas City, KS on the map
Straight answers
Does Whitehead Financial have an office in Kansas City, Kansas?
Lucy's office is in Basehor, Kansas. She serves clients throughout Kansas City, Kansas, by meeting at their homes or working with them by phone or video.
Is there a fee to talk with Lucy?
No. There's no charge for Lucy's services and no management fees.
How long has Lucy been helping people?
Lucy Whitehead has worked as an independent broker since 1995.
Other Kansas cities we serve
- Basehor, KS
- Leavenworth, KS
- Lansing, KS
- Shawnee, KS
- Lenexa, KS
- Overland Park, KS
- Olathe, KS
- Lawrence, KS
- Topeka, KS
- Manhattan, KS
- Salina, KS
- Wichita, KS
Sources: U.S. Census Bureau QuickFacts: Kansas City city, Kansas · U.S. Census Bureau QuickFacts: Kansas City city, Kansas · U.S. Census Bureau QuickFacts: Kansas City city, Kansas · U.S. Census Bureau QuickFacts: Kansas City city, Kansas · U.S. Census Bureau QuickFacts: Kansas City city, Kansas · Unified Government of Wyandotte County/Kansas City, KS: About WyCo and KCK · Unified Government of Wyandotte County/Kansas City, KS: Facts · Social Security Administration: Starting your retirement benefits early · IRS: Rollovers of retirement plan and IRA distributions · HealthCare.gov: Health coverage for the self-employed · HealthCare.gov: Estimating self-employed income · Kansas Insurance Department: Overview of the Health Insurance Market in Kansas · KDADS: Senior Health Insurance Counseling for Kansas (SHICK)