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Rise Consulting, LLC

Sara Stiles, MS, CFP®
710 SE 3rd Street
Lee's Summit, MO 64063

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We RISE by lifting YOU.
RISE is a full-service financial consulting firm which caters to closely-held businesses and individuals. We offer tax and accounting, corporate retirement programs, executive benefits plan design, succession planning, comprehensive wealth management, and business and personal insurance.

Sara's tenure in the financial services industry began in 2003.  She has had the opportunity gain hands-on experience in various roles such as lending, treasury management, private wealth, trust administration, institutional investments analysis and corporate retirement plans consulting. She holds a Master's degree in Personal Financial Planning from Kansas State University, along with multiple professional certifications. She is a CERTIFIED FINANCIAL PLANNER™ and is a member of the AICPA. 

IMPORTANT DISCLOSURES All written content is for information purposes only. Opinions expressed herein are solely those of RISE Consulting, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by RISE Retirement, LLC a dba of RISE Consulting, LLC and Registered Investment Advisor in the States of Missouri and Kansas. RISE Retirement, LLC may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Insurance services are offered by RISE Agency, LLC, an affiliated company. RISE Retirement, LLC and RISE Agency, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law.

This communication is strictly intended for individuals residing in the state(s) of KS and MO. No offers may be made or accepted from any resident outside the specific states referenced.