Who we serve
About our clients
We do our best work for those age 50 + and for federal employees. Whether you’re nearing retirement, or are recently retired, and have $500,000 of investable assets, our expertise will serve you well.
As financial planning consultants, we believe in long-term partnerships so we can serve you through all the twists and turns that may lie ahead.
Serving a limited number of clients allows us to provide world-class service and provide massive value for your wealth management in Kansas City.
I am 50+ and ready to retire
or recently retired
Mike and Gloria just turned 55 and realized the clock is ticking when it comes to making sure their retirement plan is not only on track but will be as stress-free as possible. Problem is they don’t have a real retirement plan in place yet and they think they might be taking too much risk with their investments. Don’t even ask them about all the taxes they pay!
Mike and Gloria’s goals
- Find a trusted professional they both feel confident with
- Become more educated about their situation
- Stop procrastinating and decide on a retirement plan
Like many, Mike and Gloria began their search for a trusted professional using Google. They searched the terms: CERTIFIED FINANCIAL PLANNER™ in Kansas City, fiduciary, fee-only network and experienced. This search brought them to us. We had a Zoom call, and something clicked so we moved forward with creating a Retirement MAP.
The Retirement MAP not only educated them about their current situation, but also highlighted some red flags. The Retirement MAP motivated Mike and Gloria and allowed them to take charge of a situation that had originally felt overwhelming.
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.
Start having fun
Experience the post-retirement life you've been waiting for
It’s all about getting started and investing some time so you have answers to your questions. Many spend more time planning a vacation than planning for their financial future.
This is where we come in. We can do much of the work for you, so you can enjoy your time pursuing your passions and achieving your goals.