CONNECT

Address:

6342 SW 21st Street
Topeka, KS 66615

Phone:

785-271-2492

Fax/Other:

785-273-0635

Our Process

Each relationship begins by developing a deep understanding of your goals, circumstances and risk tolerance. Then, with Wells Fargo Advisors' dynamic Envision® process we create and implement a customized investment plan designed to maintain your lifestyle while building dependable, meaningful long-term results and a reliable lifetime income stream. We then work with clients on an ongoing basis to monitor and adjust their plan according to need.

 

Listen

In an industry full of experts who talk, Krumins McGee Financial Group listens. We know the value our experience and knowledge brings to clients. But that value can't be recognized if we don't listen first.

 

Analyze

With an understanding of your previous experience, current financial situation, and future goals, we go to work for you. We explore the variety of options available to you and create a plan to achieve your life goals.

 

Explain

You don't have to be a financial planner to understand your plan. We will explain our recommendations to you in simple terms, no jargon. You will understand your plan so clearly, that you could explain it to others if you wanted to.

 

Implement, Adjust

Life happens and goals change, your plan adjusts accordingly. After your strategy is implemented we will monitor and evaluate to keep you on target to achieve your goals.

 

Wells Fargo Advisors is not a legal or tax advisor.

IMPORTANT: The projections or other information generated by Envision regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.

*Envision methodology: Based on accepted statistical methods, the Envision tool uses a simulation model to test your Ideal, Acceptable and Recommended Investment Plans. The simulation model uses assumptions about inflation, financial market returns and the relationships among these variables. These assumptions were derived from analysis of historical data. Using Monte Carlo simulation, the Envision tool simulates 1,000 different potential outcomes over a lifetime of investing varying historical risk, return, and correlation amongst the assets. Some of these scenarios will assume strong financial market returns, similar tothe best periods of history for investors. Others will be similar to the worst periods in investing history. Most scenarios will fall somewhere in between. Elements of the Envision presentations and simulation results are under license from Wealthcare Capital Management LLC. © 2003-2018 Wealthcare Capital Management LLC. All Rights Reserved. Wealthcare Capital Management LLC is a separate entity and is not directly affiliated with Wells Fargo Advisors.

 
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals