Wichita, KS
Financial Benefits is a locally owned Wichita based company that has been helping clients with their financial needs for more than30 years. We have six advisors in our firm, five that hold the prestigious CFP® certification and two who are specialists in insurance. We assist individuals in a variety of areas, from saving for college or retirement, to managing their investments, or making sure their loved ones are protected against the unexpected. Our strength is in looking at the big picture and making sure the different pieces of your financial life are all working together in harmony. You wouldn't want an investment portfolio that wreaks havoc on your taxes or a life insurance policy that derails your estate plan. You don't live in a vacuum and your investment advisor shouldn't either. We also help companies in making better decisions on retirement plan design, investment choices, education, and administration. We work hard to reduce fiduciary liability issues facing company management. We work equally hard in educating employees on how to get the most out of their plan.
Services Provided
Senior Financial Advisors
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