Holistic Investment & Tax Planning for For Pre-Retirees For Retirees
About Wichita Wealth Management
We are a fiduciary, financial planning firm serving clients in Wichita and throughout much of the state of Kansas. We provide a broad range of financial planning services, retirement planning, and investment management for clients whose finances range from simple to very complex.
We specialize in working with clients that are either retired or within five years of retirement who are interested in tax planning, charitable giving, and ensuring their investments are ready for retirement.
Wichita Wealth Management (WWM) provides fiduciary, fee-only wealth management services to individuals, families and small businesses. Wealth Management is an on-going process whereby we manage the client's investment portfolio and provide support for all things financial. The initial process to set up and fund accounts usually takes from two to six weeks.
A discovery phone call or email to determine if we should meet in person.
An initial meeting to see if we’re a good fit to work together.
Review goals, complete paperwork, set up new accounts.
On-Going Wealth Management
Move towards financial peace of mind.
By Jonathan Harner, CFP® Lowering your tax liability is one of the most important things you can do to protect your wealth. A Roth IRA …