Great Bend (KS) Financial Advisors

Financial planning and investment management are important in protecting wealth and reaching personal financial goals for Kansas business owners and well-positioned individuals and families. Many hesitate to work with a financial planner because of past experiences where value and guidance were limited. You may have concerns about being sold a one-size-fits-all investment vehicle rather than a customized, holistic plan that prioritizes your immediate and long-term objectives.

In today’s world, a comprehensive financial plan must focus on you and your goals while including investment options with an acceptable risk tolerance. You should also expect regular communication with your financial advisor and ongoing check-ins to review performance, discuss ideas, and navigate changes that may impact progress toward your goals.

For this reason, it is essential to work with a Great Bend wealth management consultant focused on understanding individual needs, preferences, and goals before determining the most effective and practical options.

Kansas Wealth Management Experience

Adams Brown Wealth Consultants is a top-rated wealth management and financial planning firm with experience helping businesses, business owners and families navigate financial and retirement planning. As true holistic advisors focused on the whole picture, we focus on protecting your wealth, working together to help achieve your goals and educating you on appropriate investment options while regularly monitoring results. Whether this is your first time seeking financial planning guidance or you are looking for a new advisor, our team stands ready to assist.

Great Bend Financial Planning Services

Insurance & Risk Management Solutions – Help ensure your goals and wishes are met with disability income insurance, life insurance, long-term care insurance and key person insurance.
Personal Financial Planning & Wealth Management—Holistic financial planning can open up many possibilities now and in the future. Solutions include cash flow planning, debt management, investment solutions, retirement planning, estate planning and business succession planning.
Investment Services –Various investment options include bonds, stocks, exchange-traded funds, index funds, treasury bills, government securities, treasury notes and variable annuities.
Retirement Plans – Services range from startup, selection and implementation of a first-time plan or switching to a new provider.

Map of Great Bend (KS)

Great Bend Wealth Management Advisors

Brian Staats

Principal, High Net Worth Industry Leader

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About Great Bend (KS)

The Great Bend business community encompasses a diverse array of industries that have been vital to the city’s growth. Agriculture remains a significant part of the local economy with businesses supporting the region’s farming and ranching activities. Additionally, Great Bend has embraced industries such as manufacturing, oil & gas, healthcare and education, diversifying its economic landscape.

Education plays a pivotal role in shaping Great Bend’s business environment. Barton Community College provides workforce development programs and resources that align with the needs of various industries. This commitment to education ensures a skilled and adaptable workforce which contributes to the city’s economic stability and growth.