WHAT WE DO

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.

PRACTICE AREAS

column1-image1Retirement Planning

column2-image1Tax Planning

column3-image1Asset Management

column2-image1Accounting Services

column2-image1Life Insurance Planning

column2-image1Business Transition Planning

column2-image1401k Planning for Businesses

AFFILIATES

column2-image1Kelly Klusman | Tax & Accounting

column2-image1Roger Templin | Legal

column2-image1Charles Stump | Medicare Plans

David Kirk | Estate Planning | Missouri

Cameron Clark | Estate Planning | Kansas

QUESTIONS ABOUT A FINANCIAL, TAX, OR LEGAL ISSUE? ASK OUR EXPERTS.

Ask An Expert

HOMETOWN ETHICS

LET’S WORK TOGETHER

We work as a single united team with market leading firms around the world and give our clients the highest quality advice possible.

MAKE ENQUIRY