As people near retirement, they commonly wonder if they are financially prepared to stop working and still provide for their family.  We have a process to prepare clients in advance so when their anticipated date arrives they can retire with confidence.
Pre-Retirees commonly ask…

“Have I saved enough or am I saving enough money for the retirement lifestyle I am planning?”

“Do I have a plan to address senior health care and long term care costs?”

“Am I doing enough to minimize my tax liability each year?”

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.