7285 W 132nd St, Ste 140 Overland Park, KS 66213 | (913) 681-9155
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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

Charitable Giving: Smart from the Heart

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

 

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 Why, What and How of Life Insurance

The Why, What and How of Life Insurance

Video: A Time to be Thankful

This Thanksgiving, replace internal fears with external gratitude.

Saving for College 101

Here’s a crash course on saving for college.

Investments

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

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

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