Kansans
Serving Kansas
We help with retirement & financial planning with Kansans everywhere including all four corners of our state.
7 Quick Steps to the Financial Planning Process
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Kansas Retirement
Review
No cost visit to chat with Bob
Do you have a clear plan that you actually understand when it comes to your retirement plan?
I show our clients the advantages and disadvantages of each investment and make recommendations based on their best interests.
I found out a long time ago that the best thing for our clients was to present options and to explain the upside and the downside of each. This allows our clients to make a decision based on what’s best for them and their family.
Bob Schwarz
President & CEO
How to get started
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7 Quick Steps to the Financial Planning Process
100% complimentary.
Kansas Retirement Review
No cost visit with Bob
Learn how we handle the market
Learn about our financial planning
We are well versed in all areas of financial planning for Kansans
We are here to serve you.
We’ll sit down and have a conversation with you about your financial future.
I grew up in a small town, I’m a small town guy and always have been. I’ve always understood how underserved smaller communities are in our state. As our practice has grown, I always want to hang onto our small town roots. This all relates to how we treat people, how we manage money, and how we work with our client base.
Bob Schwarz
PRESIDENT & CEO