Your life is busy. You have been wearing so many hats over the years that you are an expert at moving in and out of different roles and contexts.
Every year brings more responsibility and more complexity. And now retirement is on its way.
This doesn’t have to be overwhelming. In fact, this is an opportunity to find more time to be you.
At OWLFI, we don’t believe you need another person to manage. We want to walk alongside you and be your personal CFO. Your still the boss, but it is our job to report to you and keep your financial world humming. We can do this because we have a team of cpas, attorneys, and financial advisers all under one roof that coordinate their services around your personalized plan.
Another thing that makes us unique, and our plans holistic, is that they are created by the team, not by a single adviser. They are created with tax-planning and estate-planning baked in.
Find out how planning for retirement is different when you have a coordinated team working for you. Give us an opportunity to show you what the retired life can be like when you have a team of professionals working for you.
Life Insurance Planning
Business Transition Planning
401k Planning for Businesses
Kelly Klusman | Tax & Accounting
Roger Templin | Legal
Charles Stump | Medicare Plans
David Kirk | Estate Planning | Missouri
Cameron Clark | Estate Planning | Kansas
QUESTIONS ABOUT A FINANCIAL, TAX, OR LEGAL ISSUE? ASK OUR EXPERTS.