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Kansans
serving

Kansas

Personalized financial plans designed for your individual needs.

Get Started In
3 Easy Steps

1
2
3

Schedule a meeting to sit down with us to discover what your ideal retirement looks like.

Using the Bob Schwarz Financial Planning Process, we’ll explore your current financial situation and define your retirement needs.

Obtain a personal strategy to help you and your family reach unique retirement goals.

1

Schedule a meeting to sit down with us to discover what your ideal retirement looks like.

2

Using the Bob Schwarz Financial Planning Process, we’ll explore your current financial situation and define your retirement needs.

3

Obtain a personal strategy to help you and your family reach unique retirement goals.

Financial Fitness
with Bob Schwarz

Tune in to these stations for retirement tips.

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Instant Download

Tax Efficiency and How it Affects My Retirement

With this instant download, you’ll discover:

  • Ways to help ensure your portfolio is as tax efficient as possible
  • The most tax-efficient methods to withdraw income
  • Strategies designed to make sure you don’t pay more taxes than necessary

Ready to take

The next step?

For more information about any of the products and services listed here, schedule a meeting today.

Or give us a call at 785.582.5805

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