Managing Wealth & Income
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​We want to be of service.

​Here are some of the things we could offer you.

​We’re here to help. Let us show you what we can do. With many years of combined experience and industry knowledge, we’ve seen it all, or nearly all. We understand each client is unique and faces different challenges, which is why we take a personalized approach to retirement income planning. 
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Our products help protect your retirement income from market downturns, and when developing your customized retirement income plan, we will walk you through a step-by-step process designed to create strategies you can feel confident in.
​We can help you execute a reliable retirement income plan utilizing the following products and services:
Investment management
  • IRAs
  • ​IRA Rollovers
Wealth management
  • Retirement Income Planning
  • Financial Planning​
  • Tax-Efficient Strategies for Individuals
  • Social Security Maximization
insurance
  • Life Insurance
  • Long-Term Care
Entrepreneurial & small business
  • ​Business Succession Planning
  • ​Small Business Owner Leveraged Planning
Financial planning
  • 529 College Savings Plan
  • 401(k) Rollovers
  • Legacy Planning
  • Tax Planning

Don’t see what you’re looking for? 
Give us a call at (316) 260-5566!

We have experience working with all kinds of retirement income products, and chances are we can help you, too!

Sign up to receive a complimentary copy of 10 Steps to a Successful Retirement

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Managing Wealth & Income
1660 N Tyler Road
Wichita, Kansas 67212
Ph. (316) 260-5566
Em. [email protected]

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Securities and Advisory Services offered through Client One Securities, LLC.Member FINRA/SIPC and an Investment Advisor.
​The MWI Group and Client One Securities, LLC are not affiliated.
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