Broker Check

Our Team

Our Team

Financial Benefits is a locally owned Wichita based company that has been helping clients with their financial needs for more than30 years. We have six advisors in our firm, five that hold the prestigious CFP® certification and two who are specialists in insurance. Our CFP® certificants average 25 years experience, and between them have 16 advanced degrees and professional designations.  We have four dedicated staff members including an office manager at each location to make sure you have all your needs taken care of.  All of our team, advisors and staff, place a premium on integrity and customer service.

Independent Full Service Planning, Insurance, and Investment Management Firm

We are not connected to any investment or insurance companies so we have no bias towards a particular product or company. We are independent financial advisors, which means we have the freedom to be truly objective and work in our client's best interest.

We assist individuals in a variety of areas, from saving for college or retirement, to managing their investments, or making sure their loved ones are protected against the unexpected. Our strength is in looking at the big picture and making sure the different pieces of your financial life are all working together in harmony. You wouldn't want an investment portfolio that wreaks havoc on your taxes or a life insurance policy that derails your estate plan. You don't live in a vacuum and your investment advisor shouldn't either.

We also help companies in making better decisions on retirement plan design, investment choices, education, and administration. We work hard to reduce fiduciary liability issues facing company management. We work equally hard in educating employees on how to get the most out of their plan. Check out the Retire Smart section of our website to see the many calculators and tools we offer our retirement plan participants on top of the added advantage of having a CFP® in your corner for assistance.

If you'd like to know more about our advisors please click on the link below.

Our Advisors