I have been through several major transitions myself. After college I moved across the country to work I the food industry. Then I moved back to Kansas to begin as a financial planner. Before eventually buying the firm and becoming a business owner. I know what it feels like to make a decision that changes your whole daily life without being sure it will work out. That is often where my clients are when we first talk.

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Most of them are within a few years of retirement, recently retired, or stepping into a bigger role after a promotion. The questions are the same. When can I stop working? How do I turn savings into income? What do I actually want this next chapter to look like?

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If you are retired or close to it, there is one thing of note: I am a younger advisor. I plan to do this work for decades. You will not have to go find someone new in ten years after they retire and start over.

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Because we are based in Wichita, I have experience with Textron Aviation and Boeing retirement plans and benefit elections. I know the decisions that come at those employees fast in the last few years before they leave. That said, the process works the same whether you build airplanes or run a small business.