230 S. Maize RoadWichita, KS 67209
True Financial Freedom
We see financial freedom as twofold - being financially stable and having the disposable income to do what you want.
Stewards of Wealth
As stewards of your wealth, we treat you as a member of our family putting your interests first.
It’s All About Family
Our business is built on the strength of our family, and like our father before us, we work with generations of your family, creating greater financial confidence.
We use our skills and experience in the financial industry to serve our clients and their families. We know how hectic life can be and how financial matters can easily be put on the back burner. Our goal is to take the burden of managing your finances and the pressure of keeping up to date with ever-changing regulations off your plate. Regardless of your financial life stage, whether you are learning how to invest, planning for retirement, or anything in between, we build generational relationships to bring confidence to your financial present and future.
Financial freedom is built on a foundation of smart decisions. We help you make the right ones for your life. We guide you through the process from when to start receiving Social Security to using pension benefits. You never have to manage any aspect of your financial life alone when you work with us.
We offer a full library of resources to help boost your financial planning knowledge.
We would love to hear about your goals and discover, with you, how we can help you pursue them. Contact us today to schedule an appointment to discuss your financial goals and strategies to pursue them.