People who are already retired worry about the unknowns:

“Will I outlive my money?”

“How do I prepare for increasing medical costs?”

We help our clients navigate their retirement by planning for the unknowns, reducing risk, and continually tracking progress so they can enjoy the years they spent their entire lives saving for.

Today’s retirees commonly ask…

“When is the best time to take Social Security?”

“What is the best way to pass money to my children or a charity?”

“How do I protect myself from outliving my money?”

Start The Conversation With An Advisor


Corporate Woods® Building 9
9200 Indian Creek Parkway
Suite 500
Overland Park, KS 66210

Phone: 913-956-4000
Fax: 913-956-4015

Shawnee Branch
6428 Vista Drive
Shawnee, KS 66218

The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, FL, GA, HI, IA, IL, IN, KS, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, OH, OK, OR, SC, TX, UT, VA, WA, WI, WY.

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through nVisionWealth, a registered investment advisor and separate entity from LPL Financial.