Todd Minear is a Fee-Only, CERTIFIED FINANCIAL PLANNER™ who helps individuals and families who have experienced life changing events, those seeking second opinions and anyone looking for a solid plan for retirement.
We are based in Kansas City, Missouri and are able to help those across the country because of our investment in technology. We use technology to communicate virtually, assess and model risk, develop great financial plans, create efficient portfolios, and clients are able to see all of their accounts in one place, regardless of where they are held, through our client portal. Our use of technology makes our clients’ lives more efficient and simplifies how we work together.
Start navigating the Open Road ahead…
Life Events
Did you just experience a major life event? We have experience with these events and more.
Job Loss
Sudden Wealth
Empty Nest
Post Divorce Planning
Death of a Spouse
Mid-Life Crisis
Second Opinions
Already have a plan? We will give you an unbiased review of your plan and help answer these questions and more.
Am I on track to meet my goals?
Is my current tax plan tax-efficient?
Am I taking advantage of low interest rates?
Am I paying too much in fees?
Retirement Planning
Retirement planning is all-encompassing and you would get bored reading about all the facets. Basically, it comes down to these three phases. We have experience in all three.
Accumulation
Transition from Accumulation to Distribution
Distribution
Hi, I’m Todd.
As President of Open Road Wealth Management, I have more than 20 years of experience in the financial industry and have put in the work to be a well-educated and experienced financial advisor.
I started Open Road Wealth Management, LLC and subscribe to the Fee-Only principle to be able to do the best work for my clients.
Always looking out for your best interest!
Ready for the Open Road?
Let’s talk about the financial journey that lies ahead.