Our Philanthropic Vision

We see the importance of being strategic in philanthropic efforts. We know that it is easy to give money. There are plenty of people and organizations willing to take it, but we believe that it takes careful thought to truly make an impact on the world and in our community. This is why we have identified certain areas where we believe can truly make a difference. We can help you develop your own plan to can make a real difference in the world.

We will work with you to build a significant legacy for your loved ones and the causes that matter to you. Together we can help you make the most of:

Your Personal Wealth

Your experiences, values, and stories make you who you are today. Learning what is important to you will help us identify your important causes.

Your Social Wealth

Every action you take-from volunteer work to mentoring to charitable giving-can make a lasting impact on the world.

Your Tangible Wealth

Together we can help you build on your financial assets to create the life you want and build a legacy for your loved ones and causes that are important to you.

We hope to inspire philanthropy while helping you increase your capacity to live and to give. To that end, we donate 5% of our gross revenue to support philanthropic causes.

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Global Poverty

We are in the wealth business. As such, we believe in doing what we can to battle poverty everywhere. We are partners with the India Gospel League, an indigenous Indian non-governmental organization. Our goal was to bring hope and opportunity to thousands of people in villages located in the province of Tamil Nadu, India. We fell in love with their holistic approach of providing education, healthcare, economic development, jobs training, and much more. We adopted our first village in 2007 and found the results of our efforts so encouraging that we continue our sponsorship today. We returned in 2016 and found ourselves overjoyed at their progress. We have also paid for each of our employees to go to India and actually see the three villages we’ve adopted. We believe seeing is believing and these trips to India have been very impactful on our staff. We hope you enjoy this video as much as we enjoyed our trip. COVID-19 has interrupted everyone’s travel plans, but we hope to get back over there in the coming years.

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We believe the arts play an essential role in enhancing the quality of life in a community. We are proud of our partnership with Theatre Lawrence, and we sponsor a play every season. We find Theatre Lawrence especially appealing because they provide local students and senior population in our community opportunities and projects designed to help people realize their creative potential.

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Access to nutritious food is a basic human right and our partnership with Just Food, the Douglas County food bank, allows us to play a key role in fighting hunger in our community. Just Food supplies more than forty partner agencies with frozen meat, fresh produce, bread, and food donated from community food drives.

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Because we believe in quality education, we support our local public schools as well as various private schools in the area.

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Accessible and affordable health care is more important than ever. To that end we support local community health agencies like Insight Women’s Center and other local organizations invested in the health of our community.

The Insight Women’s Center’s primary outreach is to all women experiencing unplanned pregnancies in the Douglas County area. Services include pregnancy testing, limited sonograms, pregnancy options, counseling, parenting education classes, after-abortion and after-miscarriage retreats, and opportunities for peer and spiritual support.

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We are active in our community. As members of the Economic Development Council of Lawrence and Douglas County, the Lawrence Chamber of Commerce, and Lawrence Rotary, we engage with other businesses and individuals in work that can benefit everyone in Lawrence.

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Disaster Relief

We support organizations such as the Red Cross and Hope International in hopes of providing relief to those impacted by natural disasters.

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We Partner With Our Clients

On behalf of our clients, we contribute to organizations important to them such as, but not limited to, the Lawrence Humane Society, the American Cancer Society, the Dole Institute of Politics and many more.

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In 2019, we started working with Family Promise of Lawrence. Their mission of “Helping homeless families with children achieve and maintain permanent housing” appeals to us in a big way. Stability and security start at home. FPL’s goal is to make sure families have a safe roof over their heads. If parents and families have a safe home to come back to every night, it makes it possible to improve just about every other area of the family’s lives. Employment, nutrition, health, and self-esteem all improve when a family can stay together in a safe home.

Our Primary Philanthropic Partners

Please Note: The charitable entities and/or fundraising opportunities described herein are not endorsed by, or affiliated with Cetera Advisor Networks LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored, or approved by Cetera Advisor Networks LLC.

The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information or programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites to which you are linking.

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