Financial Planning
Your life changes. Your plan should move with it.
One journey. One plan. A team beside you every step forward.
We will help connect today’s decisions with the life you want to build.
Financial planning is about more than managing investments or preparing for retirement. It is a process that helps connect today’s financial decisions to the life you want to build. At Expedition Financial Services, we work alongside you to understand your goals, evaluate your complete financial picture, and create a personalized strategy that can adapt as life evolves. Through a clear, step-by-step planning process, we help you navigate important decisions, coordinate the many parts of your financial life, and move forward with confidence, knowing you have a trusted team beside you every step of the journey.
The Expedition Planning Process:
Choose your Guide
Meet with an advisor, tell us what is on your mind, and decide whether our approach fits your needs. We explain how we work, the services available, and what your engagement would include.
Select Your Expedition
Define the goals and decisions that matter most right now. Your destination may be building a foundation, caring for family, preparing for retirement, or shaping a legacy.
Check Your Gear
Take inventory of your income, spending, savings, investments, insurance, benefits, debts, and estate documents. We look for strengths, gaps, tradeoffs, and opportunities across the whole picture..
Begin Your Journey
Turn analysis into an action plan. Together, we prioritize the steps, explain the recommendations, coordinate with your other professionals where appropriate, and help implement the actions you choose.
Check Your Bearings
Review progress and revisit the assumptions behind your plan. A change in your family, work, markets, taxes, or goals may call for a change in direction.
Arrive at Your Destination
Recognize the milestones you reach and decide what comes next. Financial planning continues as new goals, responsibilities, and opportunities appear.
Planning for the Stage you're in
Getting Started
Cash flow and debt priorities; investing and tax fundamentals; initial protection and estate-document coordination.
Growing Families
Family protection, education funding, investment and retirement strategy, and estate-plan coordination.
Pre-Retirement
Retirement readiness, income and Social Security decisions, risk positioning, and tax and estate coordination.
Retirement & Legacy
Retirement income, distributions and required minimum distributions, Roth conversion analysis, healthcare considerations, gifting, and legacy goals.
What goes into the plan
One plan. Connected Decisions
Financial planning is about more than a collection of recommendations. It is the process of bringing together the many decisions that influence your financial life and making sure they work toward the same destination. Your goals, priorities, and circumstances guide the conversation, and the areas we address depend on the scope of your engagement.
A Clearer Picture of What’s Driving Your Business Forward
A plan may include investment and wealth management strategies designed to align your portfolio with your objectives, time horizon, liquidity needs, and comfort with risk. We also evaluate retirement readiness by considering income sources, retirement timing, Social Security decisions, and withdrawal strategies to help support the lifestyle you envision.
Looking Beyond Investments
Tax considerations, risk management, and estate planning are equally important parts of the process. We work alongside your tax and legal professionals when appropriate, helping ensure that key decisions are coordinated rather than made in isolation. The result is a more connected approach to planning, where each recommendation supports the broader picture.
Review. Plan. Act. Repeat
Where You Are Today
Our process begins with understanding your current financial picture and reviewing the strategies already in place. This helps identify opportunities, uncover gaps, and create a clear starting point for future decisions.
Turning Insight Into Action
From there, we focus on where you want to go, discussing upcoming priorities, evaluating potential strategies, and creating practical next steps. We help coordinate implementation where appropriate so recommendations become action.
Putting the Plan into Motion
Staying Aligned Over Time
Let’s go together
At Expedition Financial Services, we believe every financial journey is unique. That’s why we take the time to understand your goals, values, and aspirations before developing personalized strategies designed to help you build, protect, and preserve your wealth. From comprehensive personal financial planning and retirement readiness to estate planning strategies and proactive tax mitigation, our approach is centered on helping you make informed decisions with clarity and confidence.
Visit Us
12920 Metcalf Avenue
Suite 210
Overland Park, Kansas 66213
913-381-5500
[email protected]
Joshua Derwin, Andy Rao, Connor Middleton, Joshua West, Jeffry Curry, and Zeke Reazin are Financial Planners with and offer securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.
Expedition Financial Services is not affiliated with The Prudential Insurance Company of America and its affiliates, including LPL & LPLE. Other products and services may be offered through a non-Prudential entity. 1-800-778-2255.Expedition Financial Services and its representatives do not render tax or legal advice. Please consult with your own advisors regarding your particular situation. Our compensation may be based on a combination of fees and commissions.
Emily Wann, Angela Shuler, Kara Bagunu, and Diane Ellsworth are employed by Expedition Financial Services and not The Prudential Insurance Company of America or its subsidiaries.
“Prudential Advisors” is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (“PICA”) and its insurance company and other affiliates (collectively “Prudential”). Prudential Advisors financial professionals are licensed insurance agents of Prudential. Pursuant to a strategic relationship among Prudential, LPLE, and LPL Financial, Prudential Advisors’ financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPLE, an affiliate of LPL Financial. These financial professionals are permitted to brand under “Prudential Advisors.”
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Mutual funds/ Securities: [AL, AZ, AR, CA, CO, FL, GA, IL, KS, KY, Ml, MO, MT, NV, NC, OH, OK, OR, PA, SC, TX, VA, WA, WY]
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