Lenexa, KS W. 102nd Street Office

The firm provides financial planning and investment supervisory services to individuals (including high‑net‑worth clients), retirement plans, and trusts. It manages roughly $11.6 million for about 20 clients and typically delivers a written financial plan together with implementation and ongoing monitoring of investment recommendations.

The firm’s approach centers on an individualized financial planning process that collects detailed client data, presents a written plan, implements agreed recommendations, and conducts regular reviews—accounts are monitored at least weekly and reviewed more frequently in volatile markets with stop‑loss triggers. Recommended investments commonly include no‑load mutual funds, exchange‑traded funds, government securities, and equity‑indexed and fixed annuities, and most client accounts are managed on a discretionary basis.

Notably, the firm also maintains a licensed insurance brokerage activity and places insurance products for clients, assigning commissions to the firm; in some years commissions from insurance sales have represented a majority of firm revenues, a potential conflict that the firm discloses and seeks client consent for. The firm does not charge percentage‑of‑assets‑under‑management advisory fees and instead uses flat or hourly fee arrangements, and it has provided advisory services since 1985.