Navigating a VSIP
Learn how we can work with you to build a solid foundation for your retirement.
Market Commentaries
We provide up-to-date, easy to understand insights on what’s happening in the economy and the markets.
Learn MoreOur Services
We can help you build your legacies through creative financial strategies in financial planning and investing.
Learn MoreUsing our knowledge, skills, and resources to help you increase your capacity to live and to give.
We are partners with our clients, working together to create enduring relationships based on positive change and empowerment to build legacies through creative financial strategies. Our clients include university professors, business executives, and private individuals.
Our Vision:
- To be the premier resource of financial information and advice for our clients
- To be innovators in financial planning strategies
- To provide an encouraging atmosphere for our advisors and staff to thrive
- To inspire philanthropy
3705 Clinton Parkway, Suite 200, Lawrence, KS 66047
Phone (785) 841-4664 • [email protected]
Helpful Content
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
View all articles 
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
View all calculators
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
View all presentations
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.