Helping Individuals and Families for Over 15 Years

Over 1,200 families* trust us to guide them toward their ideal financial future.

We’re redefining what retirement means for you and your family so that you can do more than just retire. We’re a one-stop shop with a team of advisors that may be a CERTIFIED FINANCIAL PLANNER™ professional, CPA, EA, CRPC®, or Chartered Financial Analyst®.

*as of 12/31/2019

Helping Individuals and Families Retire for Over 15 Years

Over 1,200 families* trust us to guide them toward their ideal financial future.

We’re redefining what retirement means for you and your family so that you can do more than just retire. We have a team of advisors that may be a CERTIFIED FINANCIAL PLANNER™ professional, CPA, EA, CRPC®, or Chartered Financial Analyst®.

Are you in the middle of potentially leaving your current job? Have you already left and unsure where you are going to work next? Thinking about transitioning to retirement?

We can build you a plan to help you through any transition you might be going through.

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What do I do with my old retirement plan? Should I move it to my next employer?

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How do I handle taxation of severance and will it effect unemployment benefits?

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Have I saved enough to fully retire? Can you help me figure out what type of income I could pull from my accounts to fully retire?

We can provide retirement advice specific to companies like Cerner, Evergy, Hallmark, Burns and McDonnell, Sprint, Wells Fargo, AT&T,  and more.

Get a FREE Consultation Based on Your Company's Specific Retirement Plan Options

We’re a One-stop shop for your Finances and Retirement Planning

Do you fall into one of these situations?

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Major Life Event

Looking for help with a big event in your life? Retirement, job change, inheritance…etc.)

Unsure About Advisor

Unsure about your current advisor and want another opinion?

Wondering About Fee's

Questioning your investment strategy and wondering about hidden fee’s you’re paying?

Need a Financial Plan

Feeling disorganized and would like to get a plan in place?

Ready to get started?

Our firm has been helping people just like you with financial advice for over 15 years.

Schedule a 10-minute call to see how we can help you.

Ready to get started?

Our firm has been helping people just like you with financial advice for over 15 years.

Toll-Free (888) 988-6621