SERVICE / EXPERIENCE / SOLUTIONS

Empowering clients with clarity and confidence to navigate life’s financial decisions—Total Financial offers personalized guidance for every stage of your journey.

Our Mission & Story

Total Financial’s story is rooted in a shared commitment to helping individuals, families, and business owners achieve lasting financial confidence. Today, our firm is led by partners Steve Dolan, Spencer Phillips, and Jeff Belzeski—each bringing unique experience and a unified vision for clear, accessible financial guidance in Kansas City and beyond.

With backgrounds spanning business strategy, investment management, and holistic planning, our team is dedicated to empowering clients through every stage of life’s journey. We are passionate about simplifying financial decisions, aligning personal and professional goals, and building trust through transparency and actionable advice.

Our mission is to ensure every client’s vision is realized with integrity, care, and expertise—because your financial future deserves a team as committed as you are. At Total Financial, we are here to guide you through life’s transitions, celebrate your milestones, and help you build a legacy with purpose.

We are proud to be a unified team, here to assist you in making informed financial decisions.

  • We specialize in serving families, business owners, and professionals seeking lasting financial security. Whether you’re planning for retirement, growing your business, or navigating life’s transitions, we provide the insight and support you need to move forward with confidence.

  • As an independent, client-focused firm, we put your interests first—always. Our advice is transparent and personalized, grounded in decades of experience and a deep understanding of your unique goals. We believe in building lasting relationships and delivering value at every step.

    1. Discovery: We start with a complimentary consultation to understand your goals and challenges.

    2. Personalized Planning: We craft a tailored financial plan, addressing your specific needs and aspirations.

    3. Ongoing Partnership: We provide continuous guidance and proactive reviews to keep you on track—now and in the future.