Image

Manhattan's Team of Christian based Financial Professionals

Based out of Manhattan, Kansas, our team of four licensed financial advisors serve the financial needs of people in Manhattan, Junction City, Lindsborg, Wamego, Clay Center, Fort Riley, Abilene, Topeka and more.


Between our combined licenses we also serve client in Nebraska, Colorado, Iowa, Oklahoma, Missouri, Texas, Virginia, Oregon, Idaho, and California.

 

Using your unique goals as our guide, we develop & implement a written plan to lead you to achieving financial clarity.

 

We specialize in the following.

 

  • Financial Planning:

- Goal Development                - Income Tax Planning

- Risk Management                 - Retirement Planning

- Investment Planning              - Estate Planning

  • Investments:

- Managed Accounts

- Mutual Funds

- Variable Annuities

  • Insurance:

- Life Insurance         - Long Term Care                

- Disability Insurance - Extended Care

- Annuities


Educational Opportunities for you or your group include:

  • Financial Conversations for Women
  • Savvy Social Security
  • Savvy Tax Strategies
  • 5 Phases of an IRA
  • Blue Print to Thrive - Financial Foundations

To learn more about the privacy of your information, visit our privacy policy.

Manhattan Office

Phone:
785-537-7969

Hours

M – F: 9 a.m. – 5 p.m.