We guide people in making wise financial decisions through every stage of life.

 
 

Planning Together for the First Time

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Bringing two people together should be a time of joy, but two separate bank accounts, checkbooks and financial dreams can be a large hurdle to overcome. Begin your plan before the big day. 

Planning for Your Family

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 Plans can and will change. Be prepared for all that life gives you with a plan that's flexible and easy to adjust. Partnering with a financial planner allows you to be sure that your plan is solid.

Planning for Retirement

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You've worked your whole life for this chapter. Time with family, freedom to travel and the ability to simply relax. Be prepared for this stage with a simple and effective retirement plan in place. 

 

Three Simple Steps Toward Success

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Leading Edge Financial Planning, LLC’s team are independent, fee-based and full-fiduciary financial planners for individuals and businesses who want to do better than they are right now. 

The process is simple and transparent. We listen to your needs, hear your concerns and propose a success plan for you that meets your specific goals. We’ll meet with you monthly (or as often as you’d like) to check-in, review and readjust your plan, offer advice on big changes, and suggest new routes or products only if needed.

 

Our Services Include:

Financial Planning

A Comprehensive Financial Plan

Focusing on Your Return on Life

Retirement Planning

Assessing Future Needs

Consulting for Large Purchases

 Lifestyle Planning

 Ongoing Support & Education

Investments

401(k) or 403(b)

IRA and Roth

529 & College Planning

Equities ETFs

Mutual Funds

 Bonds

Independent Evaluation 

Insurance

Life

Health

Disability

Long Term Care

Property, Casualty & Crop 

Individual or Group Health

Commercial

 

We get to know you, your values and what matters most to you to assist you in making wise financial decisions for you and your family.

We were voted one of the best financial advisors in Wichita in 2019