Financial Planning-Kansas, Money Mangement, Asset Allocation, Investment Performance Reporting
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
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

Account Access

Lincoln Trust IRAs

 

Net Exchange Client--Pershing Accounts Only

 

SEI Investments

 

AIG Life Polaris VUL

 

Nationwide Best Of America Group Pension Accounts

 

American Skandia Variable Annuities

 

Manulife Venture

 

Request a statement on your account

 

Access other individual mutual funds and variable annuities

 

 

 
 
 

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Securities offered through Girard Securities, Inc., member FINRA, SIPC. Registered Investment Advisory services
offered through Guidance Financial Consultants, Inc., a registered investment advisor not affiliated with Girard Securities, Inc.