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Our Services

Our team of advisors offers a wide range of personal wealth management strategies to individuals and families. With knowledge of our clients’ objectives and through our comprehensive financial planning process, we are able to implement the appropriate strategy or service.

Investment Management

  • Investment Plan with Asset Allocation
  • Monitoring/Performance Reporting

Tax Planning

  • Portfolio Distribution Strategies

Wealth Transfer Planning

  • Succession Planning
  • Generational Education and Planning

Financial Planning

  • Cash Flow & Budgeting
  • Retirement/Income for Life Planning
  • Life and Disability Insurance
  • Long Term Care Planning

Contact Us

6540 SW 10th Ave.
Topeka, KS 66615
Phone: 785.273.2685

Toll Free: 1.800.235.9063

Fax: 785.273.1641

Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Map & directions

Roth vs. Traditional IRA

An IRA can be an effective retirement tool. There are two basic types of Individual Retirement Account (IRA). Use this calculator to determine which IRA may be right for you.

1040 Tax Calculator

The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.