2021. All Rights Reserved. Financial Life Matters.

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When is the right time
to retire?

We help you answer this question.

Can we live the way
we want to?

We help you answer this question.

How do we create income
and minimize taxes?

We help you answer this question.

CLARIFICATION

CLARIFICATION • Living in retirement can mean something different for … Read More

EDUCATION

EDUCATION • Achieving your retirement objective begins by truly … Learn More

ALIGNMENT

ALIGNMENT • When you have clarity about what matters most in … Read More

Independent, Education-Based Financial Planning

for Retirement Income

What We Do

We provide independent, education-based … Read More

Financial Calculators

Try our online financial calculator … Try these Tools

Broker vs Fiduciary

This video explains the difference between … View Video

Risk Analysis Test

This patented technology objectively calculates an … Take the Test

I’M INDEPENDENT AND I WORK FOR YOU

My Mission:

Empowering You

through

Financial Education.

How Can A Financial Advisor Help?

December 3, 2016

How Much Insurance Do I Need?

December 2, 2016

Office Location

Call: (785) 331-4211

1420 Wakarusa Drive, Suite 202
Lawrence, KS 66049

Copyright 2021. All Rights Reserved. Financial Life Matters.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment Advisory Services offered through CreativeOne Wealth, LLC a Registered Investment Advisor. Financial Life Matters, LLC and CreativeOne Wealth, LLC are unaffiliated entities.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Please consult legal or tax professionals for specific information regarding your individual situation. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
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2021. All Rights Reserved. Financial Life Matters.

CLARIFICATION

EDUCATION

ALIGNMENT

Independent, Education-Based Financial Planning

for Retirement Income

What We Do

Financial Calculators

Broker vs Fiduciary

Risk Analysis Test

I’M INDEPENDENT AND I WORK FOR YOU

My Mission:

Empowering You

through

Financial Education.

Retirement Planning

How Can A Financial Advisor Help?

How Much Insurance Do I Need?

Recent Posts

Office Location

Call: (785) 331-4211