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Financial Planning

Life goals require planning and saving. Our Investment Executives offer advice and planning skills that can help you develop a personal, realistic approach to meeting your investment objectives. We are happy to review your current situation and provide feedback and suggestions so you can meet your goals and timeline.

What we provide:

  • Education to help you understand which investment options are appropriate for you
  • Understanding of the market and what that means to your financial security
  • Work closely with you to find the right options that help meet YOUR goals
  • Developing a plan that integrates with Social Security and Pensions
  • Minimizing your tax exposure
  • Guide you in accumulating wealth
  • Help protect your wealth from erosion due to taxes and inflation
  • Frequent review to help make sure you are on track


Call 785.267.8518 

Stop by any branch location to set up an appointment.

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