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

Retirement Structuring

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.

Retirement planning group Kansas City.

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

At OWLFI, our coverage philosophy is simple – in shape the excellent companies, products, and offerings for your person threat control needs – all even as ultimate centered for your private economic plan. Our coverage making plans evaluation is a consultative method together along with your economic making plans representative and CPA. This method connects tax and economic techniques even as thinking about threat safety and upkeep of property to attain your goals. OWLFI makes use of a crew of coverage and economic experts who attempt to offer the excellent answers the use of handpicked and thoroughly monitored coverage carriers.

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Investment Management

OWLFI gives an independent, goal technique to asset control together along with your desires on the forefront. Elements of current portfolio principle are hired throughout a numerous roadmap of increase and profits investments which will maximize go back at the same time as minimizing danger. Our philosophy is to help you with the allocation of capital some of the most important asset classes (bonds, stocks, and cash) at the same time as operating to reduce the danger inherent withinside the securities marketplace – all tied lower back on your monetary plan and the techniques laid out via way of means of your strategic planner.

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Estate Planning

Reviewing and/or growing an property plan is a key thing to constructing your economic plan. OWLFI can display the effect of numerous property making plans techniques thru a strong modeling tool. Our complete variety of property making plans techniques and answers exhibit quite a few what-if scenarios. Our wishes evaluation can version hazard control techniques consisting of existence insurance, long-time period care, disability, etc. We can have a take a observe the affects of charitable giving or switch of wealth and the making plans implications of these actions. Considering tax techniques and implications, collectively we will have a take a observe property making plans techniques to maximise giving effect and limit your tax exposure.

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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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