Financial Planning in Wichita, KS

Most people don't have a financial plan. They have an old 401(k), an outdated insurance policy, and a nagging sense they should be doing more. That's not a plan. It's a pile of decisions waiting to become problems.

Our Life-Centered Financial Plan starts with the life you want to live, then puts your money to work for it. You get clear, get organized, and get moving.

We're independent and full-fiduciary, so your interests come first. Every fee, and any commission on a recommended product, is disclosed up front.

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 With a Lot on the Line

Your business is likely your largest asset, and it needs more than an investment account. You need a plan for succession, taxes, and your family's security 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 designed to reduce what you owe over time, not just this year.

Estate and Legacy Planning

Who will your wealth serve next? We help you put the right documents in place — wills, trusts, beneficiary designations — and coordinate them so your plan reflects the people and causes you care about.

Risk Management Review

Life changes fast. We review your insurance coverage — life, disability, long-term care — to identify gaps and help prepare your family for the events that derail most families' financial lives. See our Insurance Planning page for more.

Our Process

Advice That Puts Your Interests First

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

Not every advisor is required to act in your best interest. We are. As fiduciaries, we recommend what we believe fits your situation, and we disclose any compensation tied to a recommendation before you decide.

Our planning team includes CFP® professionals. Mike Proctor also holds the RICP® (Retirement Income Certified Professional) and is a Certified Value Growth Advisor. Lyndon Zielke is a Certified Kingdom Advisor.

Wichita-based since 2017, we serve families and business owners nationwide, in person and virtually.