Who We Are
With deep Kansas roots, our firm is driven by midwestern values and the entrepreneurial spirit that Wichita represents. Known as the “Air Capital of the World,” airplane manufacturing dates back to 1916, but Wichita’s history of innovation extends beyond flight. Like our town, our firm is a blend of small-town values, big city capabilities, entrepreneurial innovation, and sky-high ambition.
We believe planning for your future is about more than just money. It should start with what you care about, how you want to spend your time, and what you want to leave behind. By asking questions you wouldn’t even think of, we get a complete picture of who you are so we can create a plan that fits your lifestyle. Whether you’re in retirement, nearing retirement, or decades away, we’ll help you plan for the life you want to live.
Our Approach
By getting to know you first, we’ll design a plan that makes sense for your life. We also perform semi-annual reviews to make sure you’re on track with your goals. This is what that process looks like:
- Discovery Meeting
- Gather information
- Determine goals
- Review current investments
- Follow-up Meeting
- Review initial plan and investment allocation
- Open accounts
- Discuss recommendations
- Statement Review
- Review first statement
- Answer any and all questions
- Semi-annual Review 1
- Review portfolio (asset allocation, performance, market forecast, etc.)
- Review goals (life events and priorities)
- Semi-annual Review 2
- Review portfolio
- Review financial plan (update wealth outlook)
