WHO WE ARE
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 & 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
Financial Planning
Maybe you are new to financial planning, or perhaps you are about to enter retirement. Even if you already have a financial advisor 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. This means instead of putting more on your plate, we free you up. 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.
WHERE WE WORK
Did you know Superman grew up in Smallville, Kansas? Smallville is fiction, but Shawnee 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 heritage.
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.