Broker Check

Office One

1300 North Main Street

McPherson, KS 67460

Office Two

2315 South Kansas Avenue

Newton, KS 67114

Services

Your investment goals are truly unique.  As a financial advising team, we work with you to build a financial plan that is tailored to your needs.  We'll put together the "big picture" that helps solve the puzzle which is built around a holistic plan for managing your wealth.  There are multiple tools to use for every job, and we can provide you with a variety of services to address different investment needs. 

  • Financial Planning
    • Saving for Retirement
    • Saving for College Expenses
    • 401(k) Risk Assessment
    • Minimize Taxes
    • Create Lifetime Income Strategies
    • Maintain Independence
    • Increase understanding of Social Security
    • Preserve your Wealth
  • Individual Retirement Accounts
    • Traditional IRAs
    • Roth IRAs
    • Employer 401(k)
    • Solo 401(k)
    • SEP and SIMPLE IRAs
  • Investments
    • Stocks, Bonds, and Mutual Funds
    • Fixed and Variable Annuities
    • Unit Investment Trust (UITs)
    • Real Estate Investment Trust (REIT)
  • College Savings Plannings
    • 529 Plans
  • Insurance
    • Life Insurance
    • Long Term Care Insurance