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
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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.
As the decision to retire approaches, you’ll find the choice of when to retire is rarely black and white.
As a small business owner, you’re used to having to rely on yourself for everything from retirement planning to health insurance. Saving for your children’s college fund is no different. It may seem like a daunting task, yet there are strategies you can use to help fund your children’s education.
Women are becoming entrepreneurs at five times the national average1 — and their businesses are powering the economy, employing nearly 7.9 million people and generating $1.4 trillion in sales.
Without even realizing it, most people are familiar with protection-first thinking. If you remember travelling on an airplane in a not too distant past, you would recall this important point in the safety demonstrations “In the event of sudden decompression, secure your own oxygen mask before helping others.”
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Here is a quick history of the Federal Reserve and an overview of what it does.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
With alternative investments, it’s critical to sort through the complexity.
Even low inflation rates can pose a threat to investment returns.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?