Alex Gehring

FIC

Financial Advisor

Everyone Deserves a Plan!

State(s) Licensed:   KS, MO, NE, OK, SD, TX, WA, WI

Phone 913-203-4995
Address

816 Skyway Highway
Atchison, KS 66002

Alex Gehring

Everyone Deserves a Plan!

State(s) Licensed:   KS, MO, NE, OK, SD, TX, WA, WI

Welcome, Friends!

I love helping people create financial strategies!


Whether you’re just starting your financial journey, making plans for your family, adjusting to a major life event, or preparing for retirement, I have options and products that can help. My clients feel like an extension of my family, and I think they’d say the same about me.


My practice is based out of northeast Kansas, but with the ability of virtual appointments, I can meet with you wherever you are!


Areas I focus on:

  • Financial planning (individuals, families, young professionals, small businesses.)
  • Life Insurance and Disability Insurance
  • Wealth and Investment Management
  • Brokerage and Managed accounts
  • 401k, IRA set up and rollovers
  • Short term, mid term and long term goal planning
  • Extended Care Planning
  • Retirement planning and tax savings strategies
  • Tax efficient planning strategies throughout life
  • Making the most of the money you have
  • Budgeting and Savings
  • Inheritance options
  • Charity and giving back (tax efficiently)
  • Helping create a purpose for every dollar you make/spend
  • Saving tax efficiently. Know what is taxed now, later and never again
  • Small business protection (Legacy, emergencies, tax planning)
  • Financial best practices (cash flow, savings, investing, growing wealth)



So, how can I help you?

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Location

Atchison Office

Phone:
913-203-4995
Fax:
913-426-9151

Hours

M – F: 9 a.m. – 5 p.m.