Plan & Invest

plan-and-invest

Building your financial future is one of the most important things you will do in your lifetime—and choosing the right partner to help you reach your goals is one of the most important decisions you will make. Because we’re in the business of making financial possibilities a reality, we have built a unique investment platform and process that puts your interests first.

Building and preserving wealth, funding your retirement, and creating a legacy requires knowing what you have and making it work for you. The first step to a workable plan requires that you understand the plan. We explain the process, market happenings, and your specific situation in terms that are easy to understand, turning a complex situation into a relatable one.

We can help you with wealth planning for every stage of life, including retirement planning, trust appointment and trust administration, and investment management, including personalized portfolio management and active tax management.

Our highly skilled financial advisors include Certified Financial Planners (CFPs®) and Retirement Income Certified Professionals (RICPs). They’ll get to know you and your goals, analyze your current investment and retirement savings, and then collaborate with you to create a financial plan based on realistic expectations and trust.

Financial Planning Fundamentals

These fundamentals form the basis of every personalized financial plan from Sunflower Bank Wealth Management:

  • Costs Matter

    Your best choice for an investment advisor is one who can start where you are and take taxes and other costs into consideration to create the best outcome for you. It’s not always easy to know the total cost of your investment portfolio. Often there are expenses embedded in the products used in your portfolio. Over time, higher expenses will have a greater impact on your return and we want you to know what you’re paying for. Like expenses, taxes can be a drag on your investment portfolio’s return. That’s why we always keep sight of the impact of taxes on your long-term investment outcomes.

  • The Fiduciary Standard of Care

    The wealth management world is full of investment advisory firms that manufacture products and investment advisory firms that promise to guide you to a solution. In most cases the people that promise to guide you to a solution are both making the investment product and then selling that investment product to you. In other words, they are one in the same firm. Alternately, Sunflower Bank does not offer proprietary products. We are regulated fiduciary advisors. That means we must act in your best interests by recommending the products and services that are positioned to help you reach your goals. As a fiduciary, it is our duty to provide the highest standard of care and put your interests first.

  • Build a Sound Plan and Stay the Course

    Perhaps nothing has proven more counter-productive to achieving desired outcomes than trying to pick products based on past returns. It simply doesn’t work. We employ a disciplined process based on proven principles in pursuit of the best possible outcomes for you. If you build a plan to achieve a goal and then make changes to the plan based on trying to match the market, then the performance of your portfolio will likely be negatively impacted. Sunflower Bank Wealth Management works together with you to make sure that outside market forces don’t take your plan off track.


It is your money and your future. When you work with Sunflower Bank Wealth Management, you’ll work with an investment advisor that truly has your best interests at heart.

Learn more about Wealth Management
 

Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.​