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  2. Joseph W. Umscheid, CFP®

Joseph W. Umscheid, CFP®

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Joseph W. Umscheid, CFP®
Financial Planner and Junior Partner

“Retire with dignity”

7171 W 95th ST. Ste 200
Overland Park, KS 66212

Email: joseph@reflectionfinancialstrategies.com
Tel:  (816) 820-8276 (cell)
Fax: (913) 345-9604
LinkedIn: https://www.linkedin.com/in/josephumscheid

California Insurance License Number 0M87363

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CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

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  • 7171 W 95th ST. Ste 200, Overland Park, KS 66212 United States
  • Email: heather.dissmeyer@reflectionfinancialstrategies.com

Fee-based, and non-fee based financial planning is offered by financial professionals who are investment advisor representatives of Equitable Advisors, LLC, an SEC-registered investment advisor. Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania. Duly-registered and duly-licensed financial professionals offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN); offer investment advisory products and services through Equitable Advisors, LLC, an SEC registered investment advisor; and offer annuity and insurance products through Equitable Network, LLC (Equitable Network Insurance Agency of California, LLC in CA; Equitable Network Insurance Agency of Utah, LLC in UT; Equitable Network of Puerto Rico, Inc., in PR). Equitable Advisors and Equitable Network are affiliates and do not provide tax or legal advice or services.

Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor.  Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc.  Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances.  Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Reflection Financial Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. PPG-6179594.1 (1/24) (Exp. 1/2028)

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