Wichita Wealth Management

07/22/2024

If you have been putting off that first meeting with a financial planner, here are 5 reasons to set up that initial meeting today.

By Jonathan Harner, CFP® Many people put off financial planning because of the cost. But did you know not using a financial advisor to create a clear-cut financial plan could be causing you to lose money? If you have been putting off that first meeting with a financial planner, here are 5 reasons t...

07/19/2024

At Wichita Wealth, our mission is to provide premier retirement investing and planning to those 55 plus so that they can enjoy their financial independence.

We believe clients are happier, healthier, and wealthier with Wichita Wealth as their trusted advisor.

Who We Serve Who We Serve Wichita Wealth is independent and operates as a fee-only, fiduciary financial advisor. This means we have to give clients advice in their best interest and since we are paid exclusively by our clients, we are incentivized to do so. We specialize in serving those who have at...

07/17/2024

Watch this short video as I explain 3 reasons why market timing doesn’t work and what you should do instead.

By Jonathan Harner, CFP® Have you heard the saying “Time in the market is what matters, NOT timing the market”? There is much truth to this old adage. While the popular investment strategy, known as market timing, is alluring because of the potential to make a lot of money in a short amount of ...

07/15/2024

We specialize in working with clients who are either retired or within five years of retirement who are interested in tax planning, charitable giving, and ensuring their investments are ready for retirement.

Give us a call today to learn more about how we can help you reach your goals!

Experienced financial planners in Wichita, KS offering personalized investment advice, retirement planning, and wealth management services.

07/12/2024

Equity compensation in the aerospace industry can create complicated tax situations. In this video, Jonathan Harner of Wichita Wealth explains how financial planning can help you find investment strategies to reduce your taxes.

⬇️ Watch to learn more.

Are you an aerospace professional who needs tax help? Watch my video on the complex tax issues that can arise from your unique compensation.

07/10/2024

We don’t like overpaying the IRS and neither do our clients, so we help you minimize your lifetime tax liability while maximizing your wealth.

Do you have questions about your financial strategies? We can help! Give us a call today.

Tax Strategy Tax Strategy As part of our wealth management, we develop a tax-planning strategy. We don’t like overpaying the IRS and neither do our clients, so we help you minimize your lifetime tax liability while maximizing your wealth. Our tax-planning strategies focus on: Taking advantage of p...

07/09/2024

Is the clock ticking on Social Security? Learn more about the future of this vital program and what it means for you.

Discover the truth about Social Security sustainability with insights from Jonathan Harner, a financial advisor in Wichita, Kansas.

07/08/2024

Many people underestimate the expenses and level of care they’ll need, including supplemental Medicare plans and long-term care. However, with wise investment decisions and proper planning, you can reduce the uncertainty and better prepare for your retirement.

Here are four factors to consider.

By Jonathan Harner, CFP® Maintaining health in retirement comes with significant costs, and it’s crucial to plan for them in advance. Many people underestimate the expenses and level of care they’ll need, including supplemental Medicare plans and long-term care. However, with wise investment de...

07/05/2024

Want to feel more confident about your financial future? We can help!
Give us a call today to take the first step.

Schedule Appointment Now! 889 N Maize Rd, Suite 109 Wichita, KS 67212 [email protected] 316-722-1010 316-221-1009 Wichita Wealth is a fiduciary, boutique firm that provides a long-term relationship without a long-term contract. Clients have the flexibility to work with us in a variety of wa...

07/04/2024

Happy Fourth of July! We hope you have a fun and safe day celebrating with your loved ones 🎇

07/03/2024

🏛️🇺🇸 There’s no doubt that changes in political leadership can significantly influence policies and societal dynamics. As an investor, you might naturally assume that the outcome could profoundly affect the market and your investments.

💬 With the current election process in motion, let’s explore the extent of influence a President holds over the economy, and what actions you can take in response.

Read how the presidential election may impact the economy and your investments. Jonathan Harner is a financial advisor based in Wichita, KS.

07/01/2024

For those who are retired or close to it and a good fit for our firm, there is no cost or obligation for this process as we want you to know exactly how we can help you before you pay us a single dollar in fees or trust us with a penny of your nest egg.

Our Process Retirement Wealth Process As the old saying goes, “Failing to plan is planning to fail.” You have worked hard to earn and save your money, so it is too important to not have a plan for it. If you’re retired (or close to it), our complimentary Retirement Wealth Process will provide ...

06/28/2024

At Wichita Wealth Management, we want to be your trusted advisor as you navigate the ever-changing landscape of your financial situation.

👉 As such, we’ve put together this sample financial plan that outlines some of the deliverables we provide to our clients to offer value, clarity, and confidence throughout the year.

By Jonathan Harner, CFP® Planning for the future is something most people know they should do, but they might not know exactly what to do—or how to get started. This is where financial planners can add significant value. We can assess your current financial situation, identify long-term goals, an...

06/26/2024

We can’t escape the inevitability of being taxed on our income. However, the tax bucket strategy can help you more precisely plan what percentage of your income you put into each of the buckets—and, therefore, how and when your income is taxed.

The three buckets to think about when choosing where to save and grow your money:
♦️ taxable
♦️ tax-deferred
♦️ tax-free

Read here to learn more!

By Jonathan Harner, CFP® We can’t escape the inevitability of being taxed on our income. However, the tax bucket strategy can help you more precisely plan what percentage of your income you put into each of the buckets—and, therefore, how and when your income is taxed. The three buckets to thin...

06/24/2024

Our team of skilled financial advisors is here to help you take control of your finances and invest in your future. Don't wait any longer, visit our website now and let us help guide you toward financial freedom!

Experienced financial planners in Wichita, KS offering personalized investment advice, retirement planning, and wealth management services.

06/21/2024

As the owner and a financial advisor at Wichita Wealth Management, I’ve had the pleasure of meeting with hundreds of employees in the aerospace industry. While they often enjoy competitive salaries and benefits, I’m pained by the financial mistakes that prevent aerospace employees from attaining their retirement goals.

Please join me as we explore the five most frequent financial mistakes aerospace industry employees make.

By Jonathan Harner, CFP® As the owner and a financial advisor at Wichita Wealth Management, I’ve had the pleasure of meeting with hundreds of employees in the aerospace industry. This industry is especially important as it is the backbone of the Wichita economy. So, while they often enjoy competi...

06/19/2024

When we work with clients on their investment and wealth management strategies, we help them understand the “why” behind certain investments, how to minimize fees, and how to reduce taxes.

Wealth Management Wealth Management A successful wealth management plan takes all aspects of your finances into account, including holistic investment strategy. When we work with clients on their investment and wealth management strategies, we help them understand the “why” behind certain invest...

06/17/2024

Today, I’d like to highlight four key benefits that stand out in Textron’s comprehensive package, delving into their unique features and illustrating how they can be optimized for your financial situation.

By Jonathan Harner, CFP® You are sitting in one of those meetings where someone is talking about employee benefits. They are reading from the slides, and by the end you are thoroughly confused. So, what options do you pick? Chances are you pick the same options as the one guy who read every line of

06/16/2024

Happy Father’s Day! To all the dads, grandfathers, and father figures, we hope you enjoy your special day filled with love, laughter, and joy!

06/14/2024

🐂 Who remembers the game "Oregon Trail"?

🗺️ Well, I see many parallels between the Oregon Trail and Wealth Management. In this case, the client is the wagon owner and Wichita Wealth Management is the trail guide. We guide them along the way and help them reach their destination (without the broken axles or snake bites, of course).

About Wichita Wealth Management About Us Wichita Wealth Management is based in Wichita and is a fiduciary, financial planning firm serving clients in Wichita and throughout much of the state of Kansas. We provide a broad range of financial planning services, retirement planning, and investment manag...

06/12/2024

When you’re thinking about getting financial guidance, the idea of consulting a financial advisor may be the first thing that comes to mind. However, it’s important to understand that many financial advisors vary in how they operate.

The good news is that when you specifically seek out fiduciary financial advisors, you’re ensuring a higher level of care and commitment to your financial well-being.

Read here to learn what this term means and how it can have an impact on your financial picture.

By Jonathan Harner, CFP® When you’re thinking about getting financial guidance, the idea of consulting a financial advisor may be the first thing that comes to mind. However, it’s important to understand that many financial advisors vary in how they operate. Surprisingly, not all financial advi...

06/10/2024

We are a boutique fiduciary firm, which means we limit the number of clients we will work with at any one time. This ensures our clients receive a high level of personalized advice and attention.

Who We Serve Who We Serve Wichita Wealth is independent and operates as a fee-only, fiduciary financial advisor. This means we have to give clients advice in their best interest and since we are paid exclusively by our clients, we are incentivized to do so. We specialize in serving those who have at...

06/07/2024

Whatever your retirement goals, it’s important to have an idea of how much they will cost. The following questions can help when determining your magic number for your unique retirement.

By Jonathan Harner, CFP® Have you ever thought about whether or not you will have enough money to retire comfortably? This is an important question, one that many people don’t take the time to consider. They just assume they will have enough in the bank to continue living their current lifestyle....

06/05/2024

Tax planning includes everything from timing your Social Security distributions to minimizing capital gains. Learn more about our tax-minimization strategies.

Tax Strategy Tax Strategy As part of our wealth management, we develop a tax-planning strategy. We don’t like overpaying the IRS and neither do our clients, so we help you minimize your lifetime tax liability while maximizing your wealth. Our tax-planning strategies focus on: Taking advantage of p...

05/31/2024

No question is a bad question!
Check out our FAQ if you're curious about working with us.

Frequently Asked Questions Frequently Asked Questions We provide fiduciary, fee-only wealth management services to individuals, families and small businesses. What does fiduciary, fee-only actually mean? No product sales, no commissions, or referral fees. As a fee-only firm we are compensated solely...

05/29/2024

Life is full of unexpected twists and turns. While we may start in one career, our experiences might show us other areas we want to pursue or open doors to new opportunities.

That’s exactly how I found my way into my career as a financial advisor.

By Jonathan Harner, CFP® Life is full of unexpected twists and turns. While we may start off in one career, our experiences might show us other areas we want to pursue or open doors to new opportunities. That’s exactly how I found my way into my career as a financial advisor. Getting Started I wi...

05/27/2024

Today, we honor and remember the brave men and women who have sacrificed their lives for our country. We express our thanks and gratitude to those who have served and are currently serving in our military 🇺🇸

05/24/2024

By working with Wichita Wealth to develop a financial plan, you can be comfortable with the financial decisions you have to make and confident you have a plan that can handle life’s twists and turns.

Our Process Retirement Wealth Process As the old saying goes, “Failing to plan is planning to fail.” You have worked hard to earn and save your money, so it is too important to not have a plan for it. If you’re retired (or close to it), our complimentary Retirement Wealth Process will provide ...

05/23/2024

Wondering how the election results might impact your investments? Read on to understand what actions you can take for a stable portfolio.
https://wichitawealth.com/presidential-election-results-impact-market/