Financial Planning in Wichita, KS

Most people in Wichita don't have a financial plan. They have a retirement account they haven't looked at in three years, an insurance policy from when their kids were young, and a general sense that they should probably be doing more. That's not a plan. That's a pile of financial decisions waiting to become problems.

StewardRight does something different. We build what we call a Life-Centered Financial Plan — one that starts with the life you actually want to live, not just a number to hit by age 65. Our team of CFP®-certified advisors has helped hundreds of Wichita families and business owners get clear, get organized, and get moving.

We're independent, fee-based, and full-fiduciary. That means we're paid by you — not by the funds we recommend. What we suggest is what we actually think is best for you.

Why Wichita Residents Come to Us

Wichita is a city built on aerospace, agriculture, and small business. The financial lives of people here reflect that. A Spirit AeroSystems engineer has very different planning needs than a wheat farmer in Harvey County or a contractor who just sold his business. We work across all of it.

Aerospace Workers Navigating 401(k) and Pension Decisions

Thousands of Wichita residents work at Spirit AeroSystems, Textron Aviation, INVISTA, or one of the dozens of aviation suppliers in the area. These jobs often come with layoff risk, early retirement offers, and pension decisions that can't be undone. We help people make those calls with actual analysis behind them — not guesses.

Business Owners Who've Built Something Real

Wichita has a strong small business economy. When you've spent 20 years building a company, you need more than an investment account. You need a plan that covers business succession, tax strategy, and what happens to your family if something happens to you.

Families in High-Growth Suburbs

Andover, Derby, Bel Aire, Goddard — these communities are full of dual-income households in their 30s and 40s who are doing well but feeling behind. We help them build a real foundation before life gets more complicated.

What a Comprehensive Financial Plan Actually Includes

We don't hand you a 60-page document with charts and send you on your way. A StewardRight financial plan is a working roadmap — something we revisit with you as your life changes.

Cash Flow and Budget Analysis

We start by looking at where your money actually goes. Most people are surprised. We identify what's working, what's wasted, and what you could be doing differently right now without changing your lifestyle.

Retirement Income Planning

When do you want to stop working? What does that life look like? How much income do you need to make it real? We model your Social Security, any pension or profit-sharing income, your investment accounts, and your spending to build a clear picture of what's possible — and what you need to do between now and then.

Tax Strategy

Your tax situation is part of your financial plan — not something you hand off to a CPA in April. We work alongside your tax professional to structure your income and investments in ways that reduce what you owe over time, not just this year.

Estate and Legacy Planning

What happens to what you've built? We help you get the right documents in place — wills, trusts, beneficiary designations — and make sure your plan actually protects the people you care about.

Risk Management Review

Life changes fast. We review your insurance coverage — life, disability, long-term care — to make sure you're protected against the events that derail most families' financial lives. See our Insurance Planning page for more.

Our Process

Why Fee-Based, Fiduciary Financial Planning Matters

In Kansas, anyone can call themselves a financial advisor. Not everyone is required to act in your best interest.

StewardRight operates as a full fiduciary. We're registered investment advisers — not broker-dealers selling products for commission. When we make a recommendation, it's because it's the right move for your situation. Not because someone is paying us to say it.

Our advisors hold the CFP® designation. Mike Proctor also holds the RICP® (Retirement Income Certified Professional) and is a Certified Value Growth Advisor. Lyndon Zielke is a Certified Kingdom Advisor.

We've served Wichita families and businesses from our office at 515 S Main St, Suite 103 since 2017.