Advisor

Heath Burch

CFP®, CTFA, ChSNC™

I proudly hold advanced degrees in both finance and international business. My focus is to leverage two decades of experience as an advisor to help families integrate their wealth management plans with their trust and estate planning needs. I have a particular interest in serving families who have children with special needs. Through effective trust creation and family education, I help empower families to easily manage the transition of their estate. My passion for working with families extends beyond wealth management. I have served on many organizations in Kansas City, and I currently sit as President of the Board for Variety Children’s Charity of Kansas City and on the board of directors of the Liberty Education Foundation.

“I have the insight and experience needed to help develop a plan that’s suitable for both you and, ultimately, your loved ones.”

My wife Martha and I, along with our three sons, are invested in being involved in the Kansas City community we love.

Call today to set up a no-obligation conversation about your financial well-being and see how I could help you achieve your financial goals.

Primary Location

Special Needs Planning Center
10601 Mission Road
Suite 10617
Leawood, KS 66206

Securities and advisory services offered through CommunityAmerica Financial Solutions, LLC (“CAFS”), Member FINRA/SIPC. CAFS is a wholly-owned subsidiary of CommunityAmerica Credit Union. Wealth Management by CommunityAmerica is a marketing name used by CAFS. CAFS is a SEC registered investment advisor. For important disclosures from CAFS, please visit here. Investment and insurance products, including annuities:


Are Not Deposits

Are Not NCUA or otherwise Federally Insured

Are Not Bank Guaranteed

May Lose Value

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