Our story is: we help you live yours.
Your strategy should be shaped by your life, not ours. We know you’re not looking for just another firm—you’re looking for clarity, confidence, and a path that feels true to you. You want someone who understands the connection between your heritage, your values, and your wealth. That’s why our story only matters as it relates to yours.
Our financial strategy development process is designed to deliver:
Transparent advice tailored directly to your needs.
Respect for your unique family heritage with recommendations to honor it.
Thoughtful collaboration, clear communication, and meaningful explanations.
We built our firm specifically to deliver personalized clarity.
Our job is simple: Listen carefully, create thoughtfully, and guide intentionally, helping empower you to make confident choices at every milestone.
Our 2025 rebranding to Heritage Planning marks our deeper commitment to protecting your heritage. We’re celebrating our proud Kansas roots and reinforcing our mission to provide world-class financial guidance. This is about more than nostalgia; it symbolizes continuity, community, and our ongoing dedication to the personal relationships that define our work.
Don't just leave a legacy. Leave a Legend.
Reach out to discuss your vision for the future and how you got here. Financial clarity starts with a simple chat.
