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Turning the Sale of Your Business to a Successful Retirement
Are you expecting the sale of your business to fund the majority of your retirement? This video highlights key topics to keep in mind when planning the sale of your business. If you have spent much of your life building your business, and you are expecting the sale of your company to play a significant…
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Meet Skyler
Skyler’s Journey to Becoming a Third-Generation Financial Advisor Michael Jordan once said, “Talent wins games, but teamwork and intelligence win championships.” This idea resonates with me, both on and off the court. As Rex’s son and the third generation in financial advising, I’ve learned that doing well in finance, just like in basketball, is more…
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SECURE Act 2.0
Do you know what parts of the Secure Act 2.0 will impact you? Don’t worry, we do. Here are a few key changes you should be aware of: The Secure Act and the Secure Act 2.0 have brought a lot of changes to the retirement planning world in the last few years. We can’t begin…
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Have the Talk Before It’s Too Late
Does your family know your wishes for your money after you’re gone? Putting it in a will is a great start but doesn’t go far enough. There is a way you can be clear about your wishes, help preserve family harmony, and increase the chances that your legacy will live on long after you. It’s…
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Value of a Financial Plan
Have you ever walked into class and your teacher gives you a pop quiz? That unprepared feeling shouldn’t be how you face retirement. We can help you take out the guesswork on when and how you can retire. Here’s a short video on the value of a financial plan: You wouldn’t expect a doctor to…
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Protecting What’s Most Precious To You
Are you looking for a way to secure your family’s future and protect your hard-earned assets? One way to do this is to create a comprehensive estate plan. Watch this short video to learn about how you can get started planning. Leaving your Legacy Do you have a comprehensive estate plan? If not, HERE are…
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Get to know Gage Kennedy
Gage was born and raised in Wichita and has always known he wanted a career where he could work with people. That’s why Aristata Financial is a great fit for him. We all value putting people first. Learn a little about Gage from this video. People talk about the value of having a good work…
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How We Work With Affluent Investors
More money means more complexity. You need a team of professionals focused on your needs. Aritstata can be a key piece of that plan. Here’s how we can help. When you have worked hard to achieve a certain level of success it’s important to understand that privileges of success come with unique challenges in equal…
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3 Business Mistakes
Being a business owner is more than a job, it’s your life. I know how the day-to-day can be all consuming. But we can help you see the big picture and avoid some common mistakes that business owners make. Here are the top 3. Running a business is time consuming to say the least. I’m…