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Retirement Planning | Taxes & Accounting | Insurance

Holisitic Financial Solutions
What We Offer

  • Retirement Planning

    Whether retirement is decades away or just around the corner, our clients trust us to build holistic, comprehensive plans and implement them. More importantly, we walk with each client through end of life helping to ensure their plan is a success.

  • Tax & Accounting

    Tax planning and preparation go hand in hand. We move beyond year-end tax planning. We will evaluate your current situation and offer tax-planning advice to limit your tax liability and help you plan for your future. We do this as a seamless part of your retirement plan.

  • Home, Auto and Commercial Insurance

    OWLFI Insurance is the newest asset protection strategy offered to our family of customers. Don't leave your assets at risk to accident or lawsuit. We work with 23 of our nation's most secure insurance providers to protect your current and future financial plans.

Retirement Planning

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.

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Tax & Accounting

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 the owner of a restaurant chain, developed from 1 location right here in Lawence, KS to over 40 locations nationwide we know business taxes.

As a integrated service within OWLFI we know retirement. Working with your OWLFI Financial Advisor 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.

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Insurance

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.

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