Financial Planner | Business Strategist | Legacy Builder

Since 2005, Jeff Belzeski has transformed lives through financial planning, inspired by his father-in-law’s purposeful career started in 1974. Jeff’s mission is clear: empower clients—especially entrepreneurs and business owners—to achieve financial security and intentional, fulfilling lives.

With nearly 20 years of experience, Jeff has built a thriving financial planning practice while leading teams to greater impact and efficiency. This unique blend of knowledge informs his client work, offering practical, forward-thinking strategies for business development, succession planning, risk management, and generational wealth. He simplifies complex decisions, aligning personal and business goals with actionable plans.

Jeff’s approach is grounded and strategic, helping clients navigate transitions with confidence and clarity. His clients value his ability to deliver results that reflect their vision and values.

Based in Lee’s Summit, Missouri, Jeff lives with his wife, Kristin, and their three children, Julianna, Liam, and Isaac, who share his passion for service. When you partner with Jeff, you gain more than a financial planner—you gain a dedicated ally committed to building your legacy with purpose and precision.