08/20/2026
Client Success Story: A solid financial plan helped our clients turn a dream into reality—and restore their beloved 1964 Corvette. 🏁
Offering Nationwide Comprehensive Financial Planning & Investment Management Osaic, Inc. Osaic, Inc is not affiliated with Facebook.
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIP
08/20/2026
Client Success Story: A solid financial plan helped our clients turn a dream into reality—and restore their beloved 1964 Corvette. 🏁
03/12/2026
Maylee came in yesterday to ask about woof management.
03/08/2026
Happy International Women’s Day to Beth and Aundrea! They are crucial to keeping our operation running smoothly. Their professionalism, dedication, and attention to detail make a meaningful difference every day.
03/05/2026
Jax the Golden recently took a new position as the main Therapy Dog for Child Start in Wichita. He popped in to ask about opening a Roth IRA. Sorry Jax… dogs don’t have Social Security numbers.
We HIGHLY encourage you to bring your dog (or other pet) down to see us!
09/17/2025
🎶 “All around the world statues crumble for me” 🎶
Aundrea met Mark McGrath from Sugar Ray last night after they finished performing at our annual conference in San Antonio. She may or may not have had his poster on her wall in 1997!
09/08/2025
Bring your baby to work day.
01/21/2025
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
Medicare Advantage 101 Overview of Medicare Advantage, what’s in them, special rules, and more.
01/20/2025
“But I want you to be the first in love, first in moral excellence, and first in generosity.” – Martin Luther King Jr.
01/19/2025
Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:
The Basics of Medicare Learn all about Medicare basics in this informative and insightful article.
01/17/2025
Your plans may need updating to keep up with any life changes. Let's talk about how you can adapt and thrive.
| Monday | 8:30am - 5pm |
| Tuesday | 8:30am - 5pm |
| Wednesday | 8:30am - 5pm |
| Thursday | 8:30am - 5pm |
| Friday | 8:30am - 3pm |