Open Road Wealth Management

A Fee-Only financial planning and wealth management firm.

Based in the Northland of Kansas City, Missouri, I am an asset to my clients across the country by using time-tested strategies to help them meet their their goals.

College

Life

Retirement

Investing

College Funding

Maintaining your retirement goals while helping your children get on the road to success with college is possible.

We help our clients:

E

Save ON the cost, not just FOR the cost of college.

E

Design a proactive 4-year college funding plan with confidence

E

Understand how to make more rational college buying decisions.

E

Manage sensible student loan debt.

Life Events

Did you just experience a major life event and unsure how to move ahead? We can help.

E

Job Loss

E

Sudden Wealth

E

Empty Nest

E

Post Divorce Planning

E

Death of a Spouse

E

Mid-Life Crisis

Retirement Planning

Learn how to balance today’s needs, wants , and wishes while making progress with your retirement plan.  Already retired? We provide insight on how to use your assets to create efficient income.

Accumulation

Transition from Accumulation to Distribution

Distribution

Investments

Generally, our investment philosophy is a core/satellite approach, based on Modern Portfolio Theory, using a combination of passive and active managers. The three cornerstones of our approach are:

Diversification

Low Cost

Tax Efficient

A Fee-Only Financial Planner

Wondering how the “Fee-Only” approach benefits you?

Todd Minear is a Fee-Only, CERTIFIED FINANCIAL PLANNER™ specializing in college funding, retirement planning, crisis situations, and low-cost investment strategies.

Ready for the Open Road?

Let’s talk about the financial journey that lies ahead.

Share the Wealth!