About My Practice
We are a Fee-only Financial Planning and Wealth Management firm specializing in helping Federal Employees make the best decisions so they can plan for and enjoy retirement.
Kelli and Todd make a great team when helping Federal Employees and retirees. Kelli has extensive experience with Federal Benefits and is a Federal retiree herself. Todd has been a Certified Financial Planner since 2000 and has drafted many financial plans for those planning for a secure retirement.
Offering Advice Since
Areas of Specialty
Comprehensive financial planning
Investment planning and asset management
Licenses, Certifications, Education, and Affiliations
Designations: CFP®, CTFA
Security Licenses: Investment Advisory Representative - Series 65
Other Licenses, Certifications, Designations: Full-time Fiduciary
Investment Advisor Registration: Missouri, Kansas
Associations & Affiliations: NAPFA, XY Planning, Fee-Only Network
Charges to Clients for Services
Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Clients are the only ones who pay us. We receive no commissions. We believe this is the ultimate fee transparency.
My Association with the Office or Firm
My Broker / Dealer Affiliation
None. Independent Registered Investment Advisor (RIA)