Who we help
About our clients
Many of our clients live north of the river in areas like Liberty, North Kansas City, and other Northland communities of Kansas City. But, we can serve individuals and couples in any state who are 50+ and/or federal employees.
Whether you’re nearing retirement or are recently retired, our expertise and investment strategies work best if you have $500,000+ in investable assets.
As fiduciary financial advisors, we believe in building long-term, trusted partnerships to help you navigate the complexities of retirement.
Serving a limited number of clients allows us to provide outstanding customer service and personalized insights to maximize your wealth management.
I am 50+ and ready to retire or recently retired 
I am a federal employee preparing for retirement or recently retired 
I am looking to have fun and travel in retirement I am 50+ and ready to retire
or recently retired
About Mike and Gloria
Mike and Gloria just turned 55 and want to retire with confidence, and they need expertise from a fiduciary who can help them understand if they’re taking too much risk with their investments and paying too many taxes.
Financial goals
- Reduce their taxes.
- Create retirement goals and a solid wealth management strategy.
- Find a fiduciary who can advise them about risk and wealth management and give them the confidence they need.
How We Helped 50+ Retirees or Soon-To-Be Retired
Many of our clients tell us they’re looking for a fiduciary, a trusted professional who always has their investment interests top of mind. In the case of Mike and Gloria, we advised them to invest in the best products for their situation.
In a quick call, we discussed their current financial situation, strategy, and retirement goals. Then, we developed a Retirement MAP (Made-to-order Action Plan) that maps out their retirement strategy and examines ways to reduce their taxes along the way.
Now, they’re confidently on the road to retirement.
The above case study is hypothetical and does not involve an actual Open Road Wealth Management client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Open Road Wealth Management is engaged to provide financial planning and/or investment advisory services.
I am a federal employee preparing for retirement or recently retired
About Bill and Mary
Bill and Mary are long-time federal employees and want to make the most of their Thrift Savings Plan (TSP), pension, and other Federal Employee Retirement System benefits (FERS).
They're wondering if they’ll have enough money to have all the fun they have planned for retirement. They know there are important decisions to make on their pensions and SocialSsecurity accounts and while they’ve done their own research, they’re left with even more questions.
And what about taxes? Like everyone, they want to be as tax-efficient as possible and are trying to figure out how to do this.
Financial Goals
- Maximize their Thrive Savings Plan.
- Prepare for federal retirement, ensuring they complete paperwork and meet deadlines for a smooth retirement.
- Be tax-efficient.
How We Help Federal Employees
Retiring from the federal government offers tremendous benefits, but there’s also a lot of paperwork and deadlines to meet. With a former federal employee on our team at Open Road Wealth Management, we are uniquely positioned to help ensure a smooth federal retirement.
We helped Bill and Mary ensure they’ll have all the fun they planned for their retirement now that their kids are out of college. We evaluated if it was best to use a Lifecycle Fund or create their own TSP portfolio by using a mix of the individual Thrift Savings Plan funds. We also helped answer the question – Traditional or Roth TSP?
We provided Bill and Mary with an easy-to-follow retirement plan, and as a CERTIFIED FINANCIAL PLANNERTM, they trusted in our expertise to retire confidently as federal employees.
The above case study is hypothetical and does not involve an actual Open Road Wealth Management client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Open Road Wealth Management is engaged to provide financial planning and/or investment advisory services.
Looking to have fun, travel, and try new things in retirement
About John and Susan
John and Susan want to travel, have fun, and try new things in retirement. They also want to leave behind a legacy with a future-proof wealth management plan that leaves their children and grandchildren secure.
They think they know what they want to retire to but need a detailed and coordinated plan.
Financial Goals
- Narrow down their goals so they’re not so broad. That way, they can determine the cost of retirement.
- Create a legacy wealth management plan for their children and grandchildren.
- Gain financial freedom and travel.
How We Help Retirees Leave Behind a Legacy
With 23+ years of experience, we know common financial pitfalls and the questions on your mind. Through conversation, we can determine your most-pressing questions and develop a retirement plan that helps you and your family live a fulfilling and comfortable life.
We talk about all assets of your finances from:
- Front-loading assets so you can experience new things while you’re healthy.
- Price you’re willing to pay for fun.
- Buying a vacation home.
- Cost of living where you want to live.
- Giving to charity.
- Leaving money for your family.
- Life and financial goals
- Outliving your money.
Once we have these answers, we can create a wealth management plan that ensures years of fun!
The above case study is hypothetical and does not involve an actual Open Road Wealth Management client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Open Road Wealth Management is engaged to provide financial planning and/or investment advisory services.
Ready to enjoy post-retirement life?
Let's get you the roadmap!
Open Road Wealth Management can help guide you to or through retirement. Leave the financial planning to us so you have more time to plan your retirement travels, fun, and relaxation.