The Retirement Team is a financial services practice based in Topeka, Kansas, offering guidance for individuals and families navigating investing, wealth building, and retirement. Its approach centers on understanding each client’s goals, financial circumstances, and tolerance for risk, then developing strategies suited to their needs. The practice serves entrepreneurs and executives, women in transition, pre-retirees and retirees, high-net-worth individuals, and investors at different career stages.

Services include retirement planning, wealth management, portfolio construction and risk management, peak-career wealth-building strategies, estate strategy, and guidance related to insurance and taxes. The team describes a three-step process: assessing financial documents and objectives, presenting strategies tailored to the client’s investor profile, and implementing and adjusting the plan as circumstances and markets change. Clients can arrange an initial conversation to review their goals and determine whether the practice is a suitable match. The Retirement Team is located at 5909 South West 28th Street, Suite 100, Topeka, Kansas, and can be contacted by phone or email.