Retirement Planning for Federal Employees and Baby Boomers.

CONTACT US

Retirement Planning for Federal Employees and Baby Boomers.

CONTACT US

Open Road Wealth Management

A Fee-Only financial planning and wealth management firm.

Based in the Northland of Kansas City, Missouri, we specialize in helping Federal Government Employees and Baby Boomers plan for and enjoy retirement. 

Always Fee-Only.  Always a Fiduciary.

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.

E

CSRS / FERS

E

Health Insurance

E

Thrift Savings Plan

E

Benefits for Family Members

E

Life Insurance

E

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.