Better
Together
%%COMPANY NAME%% aims to provide the families and businesses with innovative financial strategies, in an effort to provide financial clarity, solutions, and improve your quality of life.
Tax & Financial Services
Our mission is to work closely with our clients to design financial strategies that provide confidence and clarity while also helping to protect their future. Using customized plans that are created through a true partnership, we empower our clients to weather the inevitable challenges that our complex financial world presents.
Asset Allocation & Risk
We pride ourselves on providing retirement strategies to %%CITY, STATE%% and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated plan.
New Generation Retirement
The New Generation Retirement® system is a holistic approach to retirement planning. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology.
Asset Maximization
Our main objective is to assist you in navigating today's complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.
Retirement Strategy
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. At %%COMPANY NAME%% , we are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals.
Tax Strategies
One essential part of planning for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We recommend customizing a retirement plan that is able to help take advantage of any possible tax credits and deductions.
Generational Vault
A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
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Our Locations
Topeka
2909 SW Maupin Ln
Topeka, KS 66614
P: 785.232.6923
F: 785.357.1499
Lawrence
4311 W. 6th St. Ste. A
Lawrence, KS 66049
P: 785.838.4380
Shawnee
17208 Midland Drive,
Shawnee, KS 66217
P: 913.764.1127