​As fiduciaries, we care about what’s right.
We don’t care about getting rich. We care about you.

​We’re here to help. Let us show you what we can do. With many years of experience and industry knowledge, we’ve seen it all, or nearly all. We understand each client is unique and faces different challenges, which is why we take a personalized approach to retirement income planning. 
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Our products could help protect your wealth from market volatility, and when developing your customized wealth-management plan, we will walk you through a step-by-step process designed to create strategies for growth you can feel confident in.
We can help you execute a reliable retirement income plan utilizing the following products and services:
  • 401(k) Rollovers
  • 403(b) Planning
  • 529 College Savings Plans
  • Business Succession Planning
  • Estate Planning
  • Financial Planning
  • Investment Management
  • IRAs
  • IRA Rollovers
  • Legacy Planning
  • Life Insurance
  • Long-Term Care
  • Retirement Income Planning
  • Social Security Maximization
  • Tax-Efficient Strategies for Individuals
  • ​Thrift Savings Plans

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Call us at 913.303.2700.

We have experience working with all kinds of retirement income products, and chances are we can help you, too!

Are you prepared for retirement?

You’ve probably been planning for retirement is some way, shape or form for many years. As you get closer to retirement, it’s important to plan in more specific details. How much money will you have coming in the door every month? Is that money guaranteed or could it fluctuate? How will you spend your money? Download our complimentary, no-obligation guide, “10 Steps to a Successful Retirement” to help you nail down the answers to more important questions

    Fill out the form to receive your complimentary guide today!