Financial PlannersView financial planners category
K-12 Planning
Contact person: David Gourley
Financial planning firm helping clients get clear on retirement, build tax strategy, coordinate investments, and prepare taxes for select planning clients.
Best fit
Educators and other clients with financial questions around retirement, pre-tax accounts, student loan forgiveness, tax planning, or outsourcing financial planning decisions.
Reviewed listing note
Business-submitted information reviewed by NSB before publishing.
Last reviewed: 2026-06-29
Not a fit
Not a fit for people who do not need financial help or only want to manage their financial planning entirely DIY.
Services
- Retirement planning
- Tax strategy
- Investment planning
- Educator financial planning
- Student loan forgiveness guidance
- Pre-tax account planning
- Tax preparation for select clients
- Fiduciary financial planning
Credibility and proof
K-12 Planning is led by David Gourley, who holds the Series 65, owns an RIA firm bound by the fiduciary standard, and holds the Enrolled Agent designation.
- Areas served
- LibertyGladstoneParkvilleRiversideNorth Kansas CitySmithvillePlatte CityKearneyExcelsior SpringsWeatherby LakeKansas City North
- Phone
- (979) 422-7707
- Website
- Website
- Facebook page
- Google Business Profile