Alex Gehring
FIC
Everyone Deserves a Plan!
State(s) Licensed: CO, KS, MO, NE, OK, SD, TX, WA, WI
816 Skyway Highway
Atchison, KS 66002
Everyone Deserves a Plan!
State(s) Licensed: CO, 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