Financial Planning-Kansas, Money Mangement, Asset Allocation, Investment Performance Reporting
Retirement Planning-Kansas, IRA Rollovers, 72t Analysis, Lump Sum Distribution Analysis, RMD Calculations College Planning-Kansas, College Financial Aid Eligibility Planning, College Savings & Investment Plans, 529 Plans
Certified Finanical Planner, Personal Financial Planning, Goal Setting, Business Planning, Employee Benefit Plans
Registered Investment Advisors-Kansas, Investment Managers-Kansas, Donor Advised Funds, Investment Broker
401k Plan Advisors, Tax Planning, Trust Planning, Tax Shelters, Qualified Plan Analysis, 1031 Exchanges, Oil & Gas Investments
Required Minimum Distribution Assistance, Free FP Software Downloads, Planning Tutorials, Planning Worksheets
Group Health Insurance, Long Term Care Insurance, Life Insurance Premium Financing, Business Continuation Planning Life Planning, Charitable Trusts, Private Family Foundations
Money Managers, Mutual Fund Analysis, Variable Annuity Analysis, Fixed & Index Annuity Analysis, Investment & Economic Research, Technical Analysis Tools
Performance Reporting, Consolidated Account Statements
Seminars, Employer Sponsored Financial Planning, Public Service Financial Planning Programs
Questions, Complimentary Initial CFP Consultation

Lakepoint Office Park, 9342 E. Central, Suite H, Wichita, Kansas  67206  Phone (316) 636-5511