Based in the Northland of Kansas City, Missouri, we specialize in helping Federal Government Employees and Those Age 50 and Better plan for and enjoy retirement.
Always Fee-Only. Always a Fiduciary.
Reduce Taxes. Optimize Income. Retire Better.
Retirement Planning
Investment Management
Federal Government Employee Benefits
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
Federal Government Employee Benefits
Are you a Federal Government Employee who wants to maximize your benefits before and after retirement? We can help.
CSRS / FERS
Health Insurance
Thrift Savings Plan (TSP)
Benefits for Family Members
Life Insurance
All Other Federal Benefits
A Fee-Only Financial Planner
Wondering how the “Fee-Only” approach benefits you?
Todd Minear is a Fee-Only, CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Fiduciary Advisor (CTFA) specializing in retirement planning, estate planning and low-cost investment strategies.
Kelli Harpe: As a Federal retiree myself, I am looking forward to using my knowledge and experience to help Federal employees make the best decisions to achieve a rewarding retirement.
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