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.Contact Us
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Information vs. instinct. Are your choices based on evidence of emotion?
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
When you retire, how will you treat your next chapter?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learn about the difference between bulls and bears—markets, that is!
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Doing your research is key before buying a vacation home.