Our mission is to help people transition into retirement with financial security and make a significant impact in their lives.


Our Core Values

We believe in always doing the right thing no matter what. We recommend retirement specific strategies that meets our clients’ needs and goals.


We are here to serve you. We aim to consistently deliver the highest level of customer service with efficiency and accuracy to honor every clients’ time and specific financial needs.


Our goal is to build trust and long term relationships with our clients. We want everyone we serve to know that we genuinely care about them and they are an extension of our family.


Every person we work with has a different story in life. We aim to help everyone without judgement no matter where they are at in life.


We believe that education is key to preparing for retirement. We provide financial education and resources to the community through radio, workshops and newsletters to empower everyone to make the right financial decision to reach their dreams and goals.

We believe in educating the community through educational workshops and a weekly radio show, Retirement Today hosted by Jenna Cairns.


Jenna has been a featured guest on KCLive

Voted as one of the Top 5 Retirement Planning Companies in Topeka.

Voted by the community and The Topeka Capital Journal

Click for the BBB Business Review of this Insurance Agency in Overland Park KS