Financial Planning in Clearwater, KS

Fee-based, fiduciary financial planning for Clearwater residents. CFP®-certified advisors from our Wichita office at 515 S Main St.

StewardRight, LLC serves Clearwater, KS clients from our downtown Wichita office at 515 S Main St, Suite 103. We also meet virtually. Fee-based, full fiduciary, CFP®-certified.

Clearwater is a small community south of Wichita with a median household income of $85,654 — well above the Kansas state average — and a relatively mature demographic at a median age of 37.7. Home values track near the state median.

It's a community that doesn't often see financial advisors knocking on its door. But the financial planning needs here are real: retirement savings that need coordination, insurance coverage that needs review, estate documents that may be outdated or nonexistent.

StewardRight serves Clearwater clients from our downtown Wichita office and virtually for those who prefer it.

Clearwater's Profile

Clearwater's 2,700 residents are largely owner-occupying households with solid incomes and agricultural ties. The community has grown about 24% since 2000 — steady, not explosive. Many of our Clearwater clients live in established neighborhoods like Heritage Estates and Wheatland Crossing, as well as along the Main Street corridor — areas with strong family roots and long-term homeownership. Many residents commute to Wichita or Haysville for work in manufacturing, agriculture, and trades.

Financial planning for Clearwater households often involves:

  • Retirement accounts that need consolidation. Multiple 401(k)s from different employers, sitting unmanaged. We help coordinate and position these toward a coherent strategy.
  • Insurance gaps. Rural and small-town households often have property and vehicle coverage but underdeveloped life and disability protection.
  • Estate planning that doesn't exist. Particularly for households with land or business interests, the absence of a basic estate plan creates real risk.

Services for Clearwater Clients

  • Retirement income planning and account consolidation
  • Investment management (401k, IRA, taxable)
  • Life and disability insurance review
  • Estate planning coordination
  • Agricultural and land-related planning

Fee-based, fiduciary, CFP®-certified advisors. We come to you virtually, or you can visit us in downtown Wichita — about 30 minutes north.

Financial Planning in Clearwater, KS

StewardRight, LLC · 515 S Main St, Suite 103 · Wichita, KS 67202 · (316) 768-7526

Serving Clearwater and surrounding communities throughout the Wichita metro.

Schedule a Free Call

Schedule a Free Call

Serving Clearwater clients in person (Wichita office) and virtually.

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Our Credentials

CFP® RICP® Fiduciary RIA Fee-Based

Other Services in Clearwater

Contact Us

515 S Main St, Suite 103
Wichita, KS 67202

(316) 768-7526

Frequently Asked Questions

Yes. We serve clients throughout Sedgwick County and into Sumner County. Distance isn't a barrier — we're available virtually and in person.

We work with clients who have agricultural assets — land ownership, farm operations, succession planning considerations. We'll be upfront about what we can handle directly and when we'll bring in specialists.

Your first meeting is a free, no-obligation consultation. We'll listen to your current situation, ask about your goals and concerns, and explain how we work. You'll leave understanding whether StewardRight is a fit for you — no pressure.

No. We work with clients across a range of asset levels. What matters more is that you're serious about planning and willing to act on recommendations. We'll be direct about what we can do for you.

We're fee-based advisors. You pay us a flat fee or percentage of assets under management — never commissions on products. This means our interests align with yours, not with selling you something.

We coordinate with your attorney on wills, trusts, and powers of attorney — and we integrate those documents into your overall financial plan. If you own land or rental property, we work with you to understand the tax and succession implications and make sure your estate documents reflect your actual situation.

The biggest one is letting old 401(k)s sit with former employers, unmanaged and often in high-fee funds. The second is assuming "it will all work out" without a written plan — particularly risky if you own land or have non-liquid assets. The third is carrying inadequate life or disability insurance. We focus on fixing these early.

Absolutely. In fact, many of our Clearwater clients come to us in their late 50s or early 60s after years of letting things run on autopilot. We can move quickly to get clarity on your actual retirement income, tax situation, and gaps — and build a plan from there. The sooner you know where you stand, the more options you have.

Ready for a Real Plan?

Schedule a free call with a CFP®-certified advisor. Serving Clearwater, KS and the Wichita metro.

Schedule a Free Call (316) 768-7526