Helping You Navigate
Today’s Choices
for
Tomorrow's
Retirement
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Financial & Insurance Services
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
A Legacy for Loved Ones
We understand that retirement is a journey, not a destination. That’s why we give you complimentary access to Generational Vault®, a secure online safety deposit box. It’s a perfect place to store your financial and legal information so that you can access it anytime, anywhere.
Asset Allocation & Risk
We pride ourselves on providing retirement strategies to communities across Central Kansa. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement plan.
Legacy Planning
Legacy Planning is one key element of any successful retirement plan and helps ensure that your legacy carries on to help your loved ones, and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use, or transfer your wealth to beneficiaries.
For Women
Two important components to any retirement are: the dreams you have for what it will entail and the work you must do to bring those dreams to life. While those two components exist for everyone, women may face unique challenges when on their journey to retirement.
Income Planning
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. We are here to help you navigate throughout the different stages of the income planning process and to help you make sense of different investment vehicles that can help you to accomplish your retirement income goals.
Tax Strategies
What is your plan to minimize the taxes you and your family pay now and in the future? As part of our retirement planning process, we evaluate your current tax liabilities and partner with either your CPA or one of the CPAs we have a strategic partnership with, to develop a strategy to minimize taxes.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.