Our Three Step Process
1
Book a Call With StewardRight
Schedule a meeting to share your story and so we can determine the best path toward stewarding what matters most to you.
2
Discover your Options
Meet with a Steward to evaluate and craft a plan so you can gain clarity on your financial health and the potential outcomes available to you.
3
Decide with Confidence
Take action with a clear plan so that you can confidently pursue your financial goals.
The endless investment options and financial planning decisions often feel overwhelming.
We’re here to simplify and educate you on the options that are available to you at your stage of life. Our team of financial stewards, located in the local Wichita area and in Pagosa Springs Colorado, have helped hundreds of families, gain clarity on the decisions available to them, such as investing or portfolio analysis, and understand the outcomes that each opportunity could lead toward. StewardRight’s team are independent, fee-based and full-fiduciary financial planners for individuals and businesses who want to do better than they are right now.
Mike Proctor
Lyndon Zielke
Bryan Looper
Our Services Include:
Financial Planning
Craft a step by step financial plan so that you can plot the course toward a bright future.
A Comprehensive Financial Plan
Focusing on Your Return on Life
Retirement Planning
Assessing Future Needs
Consulting for Large Purchases
Lifestyle Planning
Ongoing Support & Education
Insurance
Receive tailored insurance solutions so that you can begin safeguarding what matters most to you.
401(k) or 403(b)
IRA and Roth
529 & College Planning
Equities ETFs
Mutual Funds
Bonds
Independent Evaluation
Portfolio Management
Assign a Steward to manage your investment portfolio so that you feel reassured and confident of your financial future.
Life
Health
Disability
Long Term Care
Property, Casualty & Crop
Individual or Group Health
Commercial
Planning Together for the First Time
Bringing two people together should be a time of joy, but two separate bank accounts, checkbooks and financial dreams can be a large hurdle to overcome. Begin your plan before the big day.
Planning for Your Family
Plans can and will change. Be prepared for all that life gives you with a plan that’s flexible and easy to adjust. Partnering with a financial planner allows you to be sure that your plan is solid.
Planning for Retirement
You’ve worked your whole life for this chapter. Time with family, freedom to travel and the ability to simply relax. Be prepared for this stage with a simple and effective retirement plan in place.
We were voted one of the best financial advisors in Wichita in 2019
