Guiding families toward a
Confident, Purposeful Retirement
At Creative Wealth KC, we partner with individuals and families to help turn financial goals into practical, results-driven plans. From income and tax-effective strategies to long-term investment management, our mission is to help individuals and families in the Kansas City area deliver personalized financial strategies that bring clarity and confidence to today and the years ahead.
Turning retirement challenges
Into Opportunities
Retirement can feel uncertain—especially when balancing tax efficiency, market risk, and changing income needs.
Many families struggle with:
Understanding how to turn savings into sustainable income
Managing taxes efficiently during retirement
Balancing growth with protection in unpredictable markets
Coordinating investments across multiple accounts
Custom strategies
Built for Real Life
We provide comprehensive financial planning designed to simplify your retirement journey:
Retirement
Income Planning
Build reliable income streams for every stage of retirement
Tax Minimization Strategies
Reduce your tax burden through proactive, tailored planning
Wealth & Asset Management
Grow and protect your portfolio with disciplined, research-based methods
Retirement Distribution Strategies
Optimize how and when you draw from your accounts
Risk Tolerance & Asset Allocation
Confirm your investments reflect your goals and comfort level
Diversification & Asset Management Strategies
Create balance and stability through efficient diversification
Empowering your purpose
Through Planning
We strive to help empower individuals and families with clarity and confidence in their financial futures.
We believe retirement is not the end of your journey—it’s the beginning of your freedom. By combining decades of experience, education, and care, we help clients align their wealth with what matters most.
a family-approach to
Your Financial Future
At Creative Wealth KC, family isn’t just who we are—it’s how we serve our clients. Our family-run team treats you like one of our own, providing personal attention, honest guidance, and strategies built to last for generations.
Mark Hugunin, CRPC® – Investment Adviser
With over 40 years in the financial industry and a degree in Business Administration from Rockhurst University, Mark specializes in crafting investment strategies that stand the test of time. He values the long-term relationships built with each client and finds purpose in helping them live well in retirement.
Hobbies: Golfing, motorcycle rides, pickleball, home projects, and volunteering at church.
Lisa Hugunin – Investment Adviser
With 13 years of experience and a focus on women’s financial wellness, Lisa brings empathy and insight to every client relationship. She helps clients navigate the unique financial challenges they face and helps empower them to retire confidently.
Hobbies: Sand volleyball, singing with Chorus KC, dog walks, volunteering at local food pantries, and traveling to explore new areas and botanical gardens.
816-830-5757 |
Lisa@CreativeWealthKC.com
Barbara Hugunin – Office Administrator
Barb has been a cornerstone of the family business since the early 1990s. With a background in administration and a degree from Rockhurst University, she works to ensure operations run smoothly and efficiently.
Hobbies: Cooking, gardening, reading, and church involvement.
financial confidence starts with
Purposeful Planning
Your retirement deserves a plan as unique as you are.
Contact us today to start building your path toward financial freedom.
Contact Us
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