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Human Services

Phone: 913-715-8800

11811 S. Sunset Drive, Suite 3100, Olathe, KS 66061

Financial Services

(return to Table of Contents by clicking on Aging & Accessibility Directory above)

For more listings of financial consultants, check the Yellow Pages
of your local phone book under Accounting, Financial Planning/Services,
and Investments.

For “reverse mortgage” counseling or Home Equity Conversion Mortgage
information see *starred listings. Seniors age 62 and over may obtain a loan
against their home which they do not have to pay back as long as they live
in the home. Counseling is required by (HUD) Housing and Urban Development.

AARP—Money and Work
601 E. Street, NW
Washington, DC 20049
1-888-(OUR AARP) 687-2277
www.aarp.org/money 
www.aarp.org/homeloans 
(Publications, information)

ARCare
8417 Santa Fe Drive, Suite 107
Overland Park, KS 66212-2756
913-648-0233
www.arcare.org
(Long-term planning/support for individuals with mental, physical,
and developmental disabilities, Representative Payee to receive
funds and manage finances for those who cannot manage on
their own, a Special Needs Trust Program to protect assets
while allowing individuals to maintain eligibility for Medicaid/SSI, etc.
A fee-for-service program.)
 

BenefitsCheckUp
www.benefitscheckup.org
(A free service of the
National Council on Aging (NCOA),
which asks questions to identify benefits
that could help with the costs of 
medications, food, utilities, legal, health care,
housing, in-home services, taxes, transportation, 
employment training, etc....)

Budget and Financial Management Assistance (BFMA)
PO Box 414711
218 Delaware St # 301
Kansas City, MO 64105
816-474-2972
www.bfmakc.org 
bfma@bfma-kc.org
(Foster financial stability through bill payment, budgeting,
and advocacy as a representative payee to elderly, disabled,
and homeless persons in the Kansas City Metropolitan area.
Tax assistance program. Must call for services or appointment.)

*Consumer Credit Counseling of the Midwest
Apprisen Financial Advocates

8826 Santa Fe Drive, Ste 110
Overland Park, KS 66212
800-355-2227
www.cccservices.com or www.apprisen.com 
(HUD approved counselors for homebuyer education,
home equity conversion mortgage/debt counseling)

Consumer Financial Protection Bureau
P.O. Box 4503
Iowa City, Iowa 52244
http://www.consumerfinance.gov/
Toll free: (855) 411-CFPB (2372)
TTY/TDD : (855) 729-CFPB (2372)
8 a.m.- 8 p.m. Eastern Time,  Mon-Fri
(Established by congress to educate & protect consumers.
Take consumer complaints  about unfair, deceptive,  abusive
or discriminatory acts related to federal consumer financial laws.  
“Know before you owe” information on reverse mortgages,
mortgages, student loans, and credit cards.)
CFPB Mortgage Help: http://www.consumerfinance.gov/mortgage/

ElderCareUSA
1-800-838-3726 (1-800-Veteran)
www.ElderCareUSA.com
www.1800Veteran.com
(Nationwide information & guidance on
legal and financial planning
for long term care including
Veterans Benefits.)

El Centro, Inc
500 E. Santa Fe, Ste A
Olathe, KS 66061
829-7800
www.elcentroinc.com
(Tax assisistance, economic empowerment,
financial literacy, family support services,
Hispanic outreach)

Financial Planning Association, The
Greater Kansas City Chapter

8826 Santa Fe Drive, Suite 208
Overland Park, KS 66212
381-4458
www.fpakc.org

For Safe Keeping
PO Box 270643
Kansas City, MO 64127
913-338-4646
hettipous@aol.com
(Money management, bill paying, and representative payee services.
Bonded and approved by the Social Security Administration (SSA).
Serve clients in Kansas and Missouri.)

*Home Equity Conversion Mortgage Program
800-767-7468
Consumer Information from the Dept. of Housing and Urban Development
(Customer service center and publication request line.)
See hud.gov Information for seniors. Reverse mortgage.
 

International Association for Registered
Financial Consultants (IARFC)

800-532-9060
www.iarfc.org

Kansas Board of Accountancy
785-296-2162
www.ksboa.org 
(Regulates and sets quality standards for
Certified Public Accountants in Kansas)

Kansas Securities Commission
800-232-9580
www.securities.state.ks.us 
(Regulates brokers and investment advisers in Kansas)

National Credit Reporting Agencies
(For credit information or to place fraud alert if purse or
wallet are stolen. Also see Social Security Fraud line below.)

Equifax
888-766-0008
www.equifax.com

Experian
888-397-3742
www.experian.com

Trans Union
800-680-7289
www.transunion.com

Mortgage Loan Information for Seniors
http://www.mortgageloan.com/seniors/

*National Reverse Mortgage Lenders Association
866-264-4466
www.reversemortgage.org 
(Locate a lender, request consumer information)

Reverse Mortgage Alert
(Reverse mortgage information
for seniors and their loved ones.)
http://reversemortgagealert.org/

Social Security Administration
“Guide for Representative Payees”

877-445-9978/V, 800-325-0778/TTY
www.socialsecurity.gov/payee/newpubs.htm 
(A publication for persons appointed to
receive/manage Social Security benefits for
someone’s personal care and well-being)

Social Security Administration (Fraud line)
800-269-0271
www.ssa.gov

Total Mortgage - Senior Housing Guide
http://www.totalmortgage.com/total-path/senior-housing-guide/