Baxter & Associates

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Baxter & Associates Full-service financial firm assisting clients with a wide range of investment vehicles. For full disclosures, visit our website www.money-planning.com.

What has now become tradition with the Baxter & Associates we welcome you to join us for a delicious meal and great conv...
11/03/2026

What has now become tradition with the Baxter & Associates we welcome you to join us for a delicious meal and great conversation. This year we will be moving off site and enjoying our time together at Brick & Mortar in Old Town. We hope this change will allow for more space and more friends to join us.

Wishing you and yours a joyous holiday season.

Please RSVP to ensure we order enough food for everyone. If RSVP is closed, please call the office to inquire.

This event is wholly or partially sponsored by a 3rd party sponsor.

Will your money last throughout retirement?Your plan needs to account for everyday expenses, the experiences you’re look...
11/02/2026

Will your money last throughout retirement?

Your plan needs to account for everyday expenses, the experiences you’re looking forward to, and unexpected needs along the way. Inflation and the length of your retirement also matter.

At Baxter & Associates, we help Wichita residents bring Social Security, pension income, and savings together into a retirement income plan. We take time to understand your priorities and expenses so we can help you evaluate what your retirement could look like.

Whether retirement is approaching or already underway, let’s look at your income plan together. Schedule a conversation with our team.

Visit https://www.money-planning.com/

Retirement changes how you receive income. It can also change your tax picture.The accounts you draw from and the timing...
10/29/2026

Retirement changes how you receive income. It can also change your tax picture.
The accounts you draw from and the timing of your withdrawals can affect how much income you have available to spend. Those decisions deserve attention as you prepare for retirement.

At Baxter & Associates, we help Wichita individuals and families incorporate tax considerations into their financial plans. We coordinate with your CPA or tax professional to evaluate how financial decisions may affect your taxes today and in the future.

Let’s review how your retirement income plan and tax planning work together.

Contact our Wichita team to get started. Visit https://www.money-planning.com/

Your life changes. Has your investment strategy kept up?Approaching retirement, changing jobs, or taking on new family r...
10/27/2026

Your life changes. Has your investment strategy kept up?

Approaching retirement, changing jobs, or taking on new family responsibilities can affect what you need from your investments. When your circumstances change, it’s a good time to review your plan.

At Baxter & Associates in Wichita, we consider your goals, income needs, timeline, and comfort with risk when developing an investment strategy. Our ongoing guidance helps you evaluate whether that strategy continues to fit your circumstances.

When was the last time you reviewed your investments with your financial goals in mind? Schedule a conversation with our team. Visit https://www.money-planning.com/

Wichita is home. Helping our neighbors plan for the future has been our focus since 1976. At Baxter & Associates, we sta...
10/22/2026

Wichita is home. Helping our neighbors plan for the future has been our focus since 1976.

At Baxter & Associates, we start by getting to know your family, your goals, and the financial questions on your mind. Whether you’re preparing for retirement, reviewing your investments, or thinking about your legacy, we help bring those decisions together into a personalized financial plan.

You’ve worked hard to build your life. Let’s talk about how your finances can support the next chapter. Contact our Wichita team to start the conversation.

Visit https://www.money-planning.com/

Thousands of Chiefs fans, plenty of red, and one very familiar logo! 🏈We were enjoying Sunday’s Chiefs game when we spot...
10/19/2026

Thousands of Chiefs fans, plenty of red, and one very familiar logo! 🏈

We were enjoying Sunday’s Chiefs game when we spotted someone sporting a Baxter & Associates koozie. Naturally, that called for a photo!

We might have a few more tucked away at the office if your game-day drink needs an upgrade. Let us know! ❤️💛

Keeping Up vs Building Wealth...
07/21/2026

Keeping Up vs Building Wealth...

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

05/25/2026
05/21/2026

A fun night at Mark Arts learning about Wichita's Iconic Eats!

Thank you to Mark Arts and Joe Stumpe for providing a fun culinary experience for a few of our clients. If you haven't c...
05/21/2026

Thank you to Mark Arts and Joe Stumpe for providing a fun culinary experience for a few of our clients. If you haven't checked it out, go get a copy of his book Iconic Eats of Wichita, or better yet, get a group together at Mark Arts for your own culinary experience.
Special thanks also go to our sponsors: Innovator, Janus Henderson, and Pacific Life.
It is-relationships and good times-like these that make every day worth it!


Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC, Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
Some or all of this event has been provided by a third party.

Address

2103 N Collective Lane
Wichita, KS
67206

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 1pm

Telephone

+13166520101

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