Kansas City Financial Advisor
Whether retirement is decades away or just around the corner, our clients trust us to build holistic, comprehensive plans and then to implement them. Retirement planning is clarifying your income goals and the actions and decisions needed to achieve them.
We help you identify sources of income, maximize your savings and minimize your taxes while managing and protecting your assets. We coordinate services around your personalized plan because we have a team of CPA’s, Attorneys, and Financial Advisers all under one roof.
At OWLFI, we are more then a team of financial professionals, we act as your personal CFO. We provide a foundation in all the financial aspects of your life. OWLFI supports you in your leadership role and decision-making by providing strategic financial input to help you meet your objectives.
Guidance is provided to manage and protect your assets and money.
Some of the areas we support our clients in are: Retirement, Investments, Finances, Insurance, Taxes, Wills, Social Security and Health Care Management.
We can accommodate your needs if you are an individual, family or business.
Tax planning and preparation go hand in hand.We will evaluate your current situation and offer tax-planning advice to limit your tax liability and help you plan for your future.
As a retiree we develop strategic methods to help you save as much of your income as possible.
We also provide bookkeeping, payroll, sales and tax compliance and can support your business as a controller and CFO.
OWLFI Insurance is the newest asset protection strategy offered to our family of customers. We offer our clients the best solutions and full range of insurance products and risk-based services.
With this new service we will be providing a free property and casualty insurance analysis for all of our clients personal and business needs.
The analysis includes your; home, auto, commercial, condo, renters, motorcycle, Boat/Watercraft, RV, Crop, Life and Umbrella policies.
WHY CHOOSE OWLFI FOR YOUR RETIREMENT PLAN?
We are committed to you long term
OWLFI educates clients on financial investments so they can make informed decisions
We work with your current net worth to maximize your financial potential
We develop a plan to meet your specific needs
We offer and coordinate wealth management, retirement planning, tax planning, insurance, and legal services for clients all under one roof
Retirement planning is thoughtful planning. At OWLFI, we help develop financial strategies targeted to achieve your specific goals
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.
