Who We Serve
Who We Work Best With
Retired or
close to it
We specialize in working with people who are retired or close to it (typically 10 years or less). This allows us to tailor our service and expertise to the unique needs of retirees.
diligent saver
While our clients would hardly consider themselves to be "rich", thanks to diligent saving and frugal living they have been able to regularly set money aside for retirement and typically have $250k or more in investable assets.
charitably minded
We have found that we do our best work with those who seek to enrich the lives of others through means of financial stewardship (while simultaneously decreasing support for Uncle Sam).
looking for a
trusted advisor
Our clients understand that the success of their retirement is too important to be doing it themselves, and they understand the value of having expert guidance.
How We Work
In Person Meetings
We love the ability to work in person with clients all throughout south central Kansas. Our Kingman office has friendly faces, cozy feelings, and often warm cookies!
Learn MoreVirtual Meetings
We can work virtually with anyone in the US. We often find we have quite a bit in common with our clients, even if they live in another part of the country.
Learn MoreFit our client profile?