Along with assistance from my senior branch office administrator Sarah Dillmon, I work closely with successful families to establish a customized, solutions-based process for a respective client's unique situation. If it is important to you and your family, it is even more important to us! We help families with:
1.) Preparing for retirement
2.) Living in retirement
3.) Paying for education
4.) Preparing for the unexpected
5.) Estate considerations or inheritance generational wealth transfer.
These goals and objectives are achieved by continuously monitoring and implementing a 5-step process to help answer:
Where are you today?
Where would you like to be?
Can you get there?
How do you get there?
How can you stay on track?
The answers to these questions help me define your goals and provide appropriate solutions.
We work with families across the country in helping to handle their financial affairs. I am involved with my church in various leadership roles to assist the parish. Working on the family farm in Coffey County brings hard but rewarding work - similar to what effort goes into supporting our clients and their families. Working hard for our clients is rewarding and very important work that we are passionate about!
Office Address3300 Clinton Parkway Ct
Lawrence, KS 66047
Phone NumberLoren Gottschalk at (785) 841-0342
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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