Understanding Today’s Financial Environment
Welcome, we’re Engage Advisors, a financial planning organization in Overland Park, Kansas and Chicago, Illinois. We understand that unique financial challenges individuals face as they prepare for retirement. We specialize in medical, dental, business owners and executives. Our planning process can then be tailored to the needs of not only our core professions but most families and individuals in need of financial advice. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
We take pride in our client experience, offering service that exceeds expectations coming from years of experience and education. 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.
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Helpful Content
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Managing the Risk of Outliving Your Money
Steps to help you sustain and grow your retirement savings.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Aware of Employment Rights for Workers with Disabilities?
Approximately 20% of U.S. adults have a disability, according to the CDC.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Thanks, Mom!
When it comes to managing your personal finances, there’s plenty of complex advice out there. But often, simpler is better.
Uncommon Knowledge for Your Life
See how The Living Balance Sheet® can help you tell financial fact from fiction, so you can achieve financial balance.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
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The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.