Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths
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Understanding Today’s Financial Environment

Welcome, I’m Timothy Milford, a CERTIFIED FINANCIAL PLANNERTM  professional in Wichita, Kansas. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call (316) 928-4237.

Helpful Content

Prevent a Rift: Money Tips for Newlyweds

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

A Look at Diversification

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

 

How Stocks Work

Understanding how a stock works is key to understanding your investments.

A Home Insurance Claim: To File Or Not To File

Learn when it may not make sense to file a claim on your home insurance.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

Directors and Officers Liability Insurance

Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

Investments

You’ve made investments your whole life. Work with us to help make the most of them.

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