3 Best Financial Services in Topeka, KS

“Afflora Financial Life Planning is led by Desmond R. Henry, the firm's owner and a CERTIFIED FINANCIAL PLANNER™ professional. He completed his Bachelor of Applied Science degree from Washburn University and a Graduate Certificate in Personal Financial Planning from Kansas State University. Desmond R. Henry offers simple, transparent, competitive flat fees based on your portfolio size. He assists those retiring or retired in their financial planning and invests their money. Desmond R. Henry and his team understand how capital markets work and how to best align personal and financial goals. They devise a financial approach to get you from where you are to where you want to go. They are experts who understand the money challenges you face in planning for retirement.”

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“Carlson Financial,founded by Carl Carlson, who serves as the CEO. With over 25 years of experience in the financial industry, including a decade specializing in wealth management and insurance. Carl Carlson graduated with a bachelor's degree in finance from the University of Houston. He is also the featured financial resource for four TV stations and a frequent speaker, covering various financial topics, issues, and opportunities for people nearing retirement. The team at Carlson Financial helps their clients move confidently from their years of saving into a secure retirement, developing an integrated financial plan that considers income, investment, tax, insurance, and estate planning. They are comprised of qualified financial professionals passionate about helping individuals and families achieve their ideal retirements.”

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“Midwest Financial Partners offers financial resources that lay the framework for planning, such as cost of living, budget planning, retirement, and mortgage calculators. Leigha A. Shepard is the founder and president of the firm. She is passionate about helping people work toward achieving their financial goals and is a long-time student of the markets. At Midwest Financial Partners, the team gets to know you, your dreams, and your goals so you can make informed decisions for the future. By design, they're a small firm committed to serving you personally. They don't believe in a cookie-cutter approach to helping clients. They get to know you and your goals for the future.”

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