WHO WE ARE
People Who Care
We are a Soldier, a Farmer, a Stay-at-home-Mom, and a Doctor.
We believe our unique perspectives allow us to put a human face on finance.
Together we protect assets and defend against risk, nurture the growth of investments, care for our clients on a personal level, and holistically diagnose financial portfolios.
However, we also represent a larger network of legal, financial, and tax experts who serve individuals and businesses.
WHAT WE DO
Retirement Planning
Even if you already have a financial adviser or retirement planner, we encourage you to learn more about what makes OWLFI different.
We are more than a team of financial professionals, we act as your personal CFO.
Our clients trust us to build holistic comprehensive plans, and implement them. We also monitor changes to our client’s income and seek out the best tax strategies to maximize their income in retirement. We do this for our clients locally and long distance.
WHERE WE WORK
In The Heartland
Did you know Superman grew up in Smallville, Kansas? Smallville is fiction, but Shawnee, Kansas isn’t.
Coincidence? You be the judge.
Like Superman, our beliefs provide context for our Global Reach.
Our superpower? The strategic use of leading technologies to provide global communication in real-time, while maintaining our Midwestern sensibility.
QUESTIONS ABOUT FINANCES, TAXES, OR RETIREMENT? ASK OUR EXPERTS.
COMMITMENT
We are looking to build relationships that last. Our commitment is generational. It extends even past your “end of life” into the transition of wealth to those you leave behind.
COMMUNITY
A network is how you describe a group of computers. We are building a community of people.
COMPETENCE
To us, this means staying up-to-date on legal, political, economic, and technological changes and innovations.