Owner of Leading Edge Financial Planning, LLC which is an independent RIA registered with the State of Kansas. Financial Planner/ Adviser of 7 years in Wichita, KS. Securities are 100% fee- based with an insurance book of business as well. Assets under management growing quickly and financial planning fees growing as well.
Seeking advisers and planners looking to retire and transition their book of business to a trustworthy partner, committed to serving their clients well and securing an impactful legacy. Email me at ___ if you would like to share lunch, coffee or just meet to discuss more about your practice, how we operate and take it one step at a time.