Who We Serve

Online Meetings
We are able to serve clients throughout the United States with our online software and capabilities. Video conferencing offers an in-person feel and the ease of meeting from your own home.

In-Person Meetings
For those in south central Kansas, our cozy office offers friendly faces and often home baked goodies along with the chance to ask all your questions.
While we are focused on helping retirees, or those close to it, we are passionate about proper financial planning and will work with anyone we feel we are able to help.
Fit our client profile?