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Retirement Structuring | Tax & Accounting | Insurance | Investment Management | Estate Planning

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.

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Learn about us
We’re a financially savvy team of financial experts who love helping clients find financial solutions that complement their lifestyles.

OWLFI is a Lenexa-based financial service that guides clients toward the best finance solutions. With access to excellent rates, we help our clients save money.

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