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PEARCE FINANCIAL

Empowering individuals and families to make informed financial decisions that lead to lasting success.

ABOUT US

Experienced Advisors Committed to Your Success

At Pearce Financial Services, we are committed to helping individuals, families, and businesses navigate their financial journeys with clarity and confidence. With decades of experience, we specialize in financial planning, wealth management, retirement strategies, and tax-efficient solutions. Our client-focused approach ensures that every plan is tailored to your unique needs and long-term goals, empowering you to make informed decisions about your financial future.

We believe that true financial success comes from understanding your aspirations and aligning them with actionable strategies. Combining industry expertise with innovative tools, our team provides clear, personalized guidance to help you protect what matters most, build lasting wealth, and secure your legacy. Let us partner with you to turn your financial goals into reality.

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Filling Out Tax Form

01

TAX STRATEGY PLANNING

02

INVESTMENT MANAGEMENT

03

ESTATE PLANNING

04

INSURANCE SOLUTIONS

05

BUSINESS PLANNING

06

GROUP PLANS

07

RETIREMENT PLANS

OUR SERVICES

MEET OUR TEAM

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KEVIN P. PEARCE

President

With over 40 years of experience in the insurance and financial industry, Kevin Pearce is a seasoned professional whose dedication and expertise have guided countless individuals toward financial success. Kevin’s career is marked by a deep commitment to understanding each client's unique needs and providing tailored solutions that foster growth and security. His unwavering dedication to his work and passion for helping others succeed are the cornerstones of his approach, making him a trusted advisor and a pillar of stability for those he serves.

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TRENT M. PEARCE

Advisor

Trent Pearce brings a blend of academic expertise and personal touch to his role as a financial advisor. A proud graduate of Creighton University, Trent holds degrees in Financial Planning and Entrepreneurship, equipping him with a solid foundation in both financial strategy and business acumen. His approach goes beyond the numbers; Trent excels at connecting with clients on an emotional level, understanding their aspirations and concerns. By combining analytical rigor with empathetic communication, he ensures that his financial strategies not only meet clients' goals but also resonate with their personal values and dreams.

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KARA

Client Relationship Manager

Kara is a people person through and through, making her role as Client Relationship Manager a perfect fit.  Kara takes pride in building meaningful connections and making every client interaction a positive one. A devoted dog lover and die-hard Chicago Cubs fan, Kara enjoys balancing her work life with her passions for sports and travel. Whether she’s exploring a new destination or spending quality time with her dogs, Kara’s enthusiasm for life shines in everything she does. Kara is here to support the office and clients to ensure everything is operating efficiently. 

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JULIE

Client Support Specialist

With a compassionate and service-driven approach, Julie brings a unique perspective to her role as a Client Support Specialist at Pearce Financial. After dedicating 20 years to nursing, Julie made a career shift to financial services, where her commitment to helping others seamlessly transitioned into providing exceptional support to clients. Her attention to detail and ability to connect with people make her an invaluable part of the team, ensuring clients feel cared for and supported every step of the way.

Married for over 40 years, Julie treasures time with her husband and their three children, who are the heart of her life. Whether it's fostering strong relationships at work or enjoying family gatherings, Julie’s warmth and dedication shine through in everything she does.

WHY CHOOSE US?

Our PEARCE Process sets us apart by offering a personalized, six-step approach to understanding your unique financial goals and creating a tailored plan to achieve them. From preparation to execution, we provide comprehensive support, ongoing adjustments, and a clear roadmap for long-term success.

PREPARATION

 Gathering client information and understanding their

financial goals.

EVALUATION

Reviewing current financial status and identifying areas for improvement.

ASSESSMENT

Analyzing financial data to determine needs and priorities.

RECOMMENDATION

Developing tailored financial strategies and solutions.

CREATION

Crafting a comprehensive financial plan based on recommendations.

EXECUTION

Implementing the plan and monitoring progress to ensure success.

OMAHA OFFICE

402-502-6900

10831 Old Mill Rd

Suite 200A

Omaha, NE 68154

KANSAS CITY OFFICE

816-220-5585

1200 NW S Outer Rd

Blue Springs, MO 64015

CONTACT US

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