Where will the Open Road take you?
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:
Save ON the cost, not just FOR the cost of college.
Design a proactive 4-year college funding plan with confidence
Understand how to make more rational college buying decisions.
Manage sensible student loan debt.
Life Events
Did you just experience a major life event and unsure how to move ahead? We can help.
Job Loss
Sudden Wealth
Empty Nest
Post Divorce Planning
Death of a Spouse
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.