How we work with you
How we work with you
Whatever your geographic location, it’s likely we can serve you. In addition to meeting with people in person at our Manhattan, Kansas, office, we also meet with many of our clients virtually through the skillful use of technology.
Flint Hills Group will work with you in one of three ways, depending on your unique needs and goals:
- Dedicated Planning Services - We’ll start by learning about your core values. Fees are addressed up front and are based on the complexity of your dedicated plan. The dedicated plan will include a written analysis and recommendations. Areas of emphasis may include investment advice, wealth transfer strategies, retirement income distribution and tax-efficiency. We schedule meetings quarterly to review your progress and make changes as needed.
- Investment services - We will begin by exploring your needs and investment preferences. Then we will make recommendations that may include mutual funds and managed accounts. We also schedule meetings periodically to discuss your strategy, returns and the market outlook.
- Solutions-focused services - After learning about your specific goals, we will make recommendations that may include life insurance, annuities, disability insurance and long-term care insurance. We schedule a meeting with you annually to help ensure your products and goals remain in alignment.
Genuine relationships
We forge deep, long-term relationships built through meaningful conversations with you and your family to better understand your unique expectations, concerns, goals and priorities in a way that reflects your values and aspirations. We then help you realize your life vision and focus on what’s most important to you.
As our client, you will experience first-hand the intention and care we put into our relationships as we:
- Gather information to better understand you and your unique goals.
- Identify how we can best work together.
- Customize strategies and solutions to help you reach your goals.
- Connect through regular reviews to assess progress and adapt financial plans as needed.
Objective advice
No matter what life stage you’re in, you can depend on us to help you navigate the complex choices and challenges that planning for the future brings. By working together and taking a personalized approach to exploring your financial goals and priorities, our straightforward guidance can help inspire you to make thoughtful choices and live the life you envision.
Specialties
We specialize in the following areas:
Dedicated Planning Services
- Goal development
- Risk management
- Investment planning
- Income tax mitigation
- Retirement income planning
- Estate planning
Investments
- Managed accounts
- Mutual funds
- Variable annuities
Insurance
- Life insurance
- Health insurance
- Disability income insurance
- Annuities
- Long-term care