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Click Here For A Complimentary ConsultationServing All of Northeast KansasIs Your Financial House In Order?

Click Here For A Complimentary Consultation

The Better Side of Retirement Planning.

Serving All of Northeast Kansas

We specialize in pre-retirees and retirees seeing them into and beyond retirement.

Is Your Financial House In Order?

Learn more about how to position your hard-earned assets to take the stress out of your retirement.

Latest Posts

Wine & Wisdom March 23rd at the Science Museum of Virginia IMAX Dome

March 1, 2018 | No Comments

We are thrilled to offer an exciting experience at the IMAX Dome inside the Science Museum of Virginia. We want to fill the entire dome! Join us March 23rd at 6:30 p.m. Please RSVP by calling us at 844-CARLSON (844-227-5766) Read more »

Dover Hall Night 2 Wine & Wisdom Photos

February 20, 2018 | No Comments

Night 2 at Dover Hall proved to be an amazing event as well! We loved having you all join us at the beautiful castle.  Enjoy all the photos below from the evening! Our next event will be March 23rd at Read more »

Wine & Wisdom Photos from the Evel Knievel Museum

February 19, 2018 | No Comments

Another amazing event thanks to all who attended! It was a fun experience to see everyone on the virtual reality Evel Knievel ride! Enjoy all the photos below of the evening.  For help at anytime, give us a call at Read more »

Dover Hall Night 1 Photos

February 13, 2018 | No Comments

We hope you all loved the experience of Dover Hall! Our next event will be March 23rd. Full details announced on March 1st.  Enjoy all the photos below. Get back in to see us by calling 844-CARLSON (844-227-5766) or send Read more »

Semi-Annual State of the Economy Wine & Wisdom

January 10, 2018 | No Comments

***We received an overwhelming response to our event on February 8th and it is currently full. In order to accommodate everyone, we have added a second event date on February 16th. Both events will be the exact same. At this Read more »

Richmond Wine & Wisdom Christmas 2017

December 28, 2017 | No Comments

Carl Loves Christmas and we hope you did too! It was great to have so many of you join us in two suites at the University of Richmond basketball game! Take a look at all the photos below and don’t Read more »

Wine & Wisdom Kansas Christmas Photos

December 21, 2017 | No Comments

We hope you had an EPIC experience at our Wine & Wisdom Christmas event. We are thrilled to share all the photos with you. From the great shots with Santa on the plane, to the beautiful ice sculpture at the Read more »

Wine & Wisdom Christmas Richmond 2017

November 22, 2017 | No Comments

We are thrilled to have you all join us! Bring another couple with you whom might be a good fit with our company! Our event will be Tuesday, December 19th at the Robins Center at the University of Richmond at Read more »

Snakes, Owls & Gators Headline Wine & Wisdom November

November 20, 2017 | No Comments

Thank you all for joining us at the Wine & Wisdom at Robins Nature Center.  We hope you had a wonderful time learning about taxes and seeing all the animals! Enjoy the photos below.  Wine & Wisdom December is taking Read more »

Casino Photos from City Hall

November 1, 2017 | No Comments

Wine, Wisdom & Craps provided the excitement for the evening! We had a great time hosting everyone and look forward to this coming month’s event on Friday, November 17th! Be sure to RSVP if you can join us at the Read more »