Frequently Asked Questions

Yes, OWLFI offers free introductory consultations for business owners. We provide confidential guidance to help you explore exit planning and wealth preservation strategies.

Yes, we can work with clients nationwide through virtual and in-person meetings. We're based in Lenexa but serve business owners across Kansas and Missouri.

Yes, OWLFI specializes in Roth conversion planning. We help clients shift pre-tax savings into Roth accounts for long-term tax-free growth and retirement flexibility.

We use tax-efficient strategies during business exits, focusing on maximizing after-tax proceeds. This includes business valuation, legal coordination, and integrated wealth management approaches.

It's a weekly podcast hosted by Elliot Omanson featuring entrepreneurs and financial experts. Topics include business exits, Roth conversions, and wealth-building strategies for smarter investing.

Yes, we help accredited investors leverage energy-sector tax deductions to offset high-income years. This includes education on direct participation programs and associated tax benefits.

Absolutely. We partner with accountants, lawyers, and insurance agents to deliver comprehensive strategies. Our team collaborates to ensure legally sound and tax-efficient outcomes.

Yes, we host live webinars and in-person dinner seminars across the Kansas City metro. Topics include Roth conversions, tax savings, and exit planning strategies.

OWLFI has decades of experience in the financial advisory industry. Our team combines backgrounds in taxation, business ownership, and personal finance with deep Kansas City area roots.

We provide extremely high service quality through our team of in-house employees and fiduciary-based guidance. Our education-first approach focuses on transparency and long-term relationship building.