Financial Services

To handle the market, in any market, you need to know 3 things.



What your money is
supposed to do.



What you want
your money to do.



Have a plan for your money to work for you with a financial coach, a financial advisor like Bob Schwarz.


Once you have a financial coach, which is how our clients see us, this will give you confidence in your financial plan - especially in retirement.

As a fiduciary, we’re required to do what is best for our clients.

By that we mean that we show our clients what the best recommendation is and the advantages and disadvantages of each investment.  We 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.

What you want your money to do in retirement, is to stay ahead of inflation. Meaning, you want to have pay raises during your retirement years when your money is working for you instead of you working for money.

We want to give clarity to the financial planning process. We want to know you - where you are at, where you want to be.


Our Financial Services Include:

  • Investing

  • Legacy Planning

  • Income Planning for Retirement

  • Tax Planning

  • Estate Planning

How to get started


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7 Quick Steps to the Financial Planning Process

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Kansas Retirement Review


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Learn how we handle the market

Learn about our financial planning