Who Is the Financial Planning Team Serving Wichita, KS?
Benedetto Wealth and Insurance is a team of financial and insurance professionals offering financial planning, investment management and competitive insurance coverage. We work with individuals, families and business owners, and every plan starts with a conversation about your goals.
What Services Does Our Financial Planning Team Offer in Wichita, KS?
- Financial planning: a comprehensive plan covering cash flow, debt elimination, taxation, investment strategy, risk management and estate considerations.
- Wealth management: investment accounts, annuities and life insurance for individuals, families and business owners.
- Retirement planning: retirement income and savings strategies for individuals and business owners.
- Tax planning: year-round strategies that may help you keep more of what you earn.
- Succession planning: ownership transition plans for business owners.
- Insurance: coverage and pricing for home, auto, commercial, health, Medicare and life insurance.
- Debt elimination planning: a structured process for paying off debt.
How Can I Contact the Financial Planning Team in Wichita, KS?
Reach any member of our team directly:
- Gavin Thunberg: GavinThunberg@benedettowealth.com | Office 316-282-9000 | Cell 316-558-0424
- Alex Medrano: AlexMedrano@benedettowealth.com | Office 316-282-9000
- Jackson Pasquith: JacksonPasquith@benedettowealth.com | Office 316-282-9000
How Do I Request a Meeting With a Financial Advisor in Wichita, KS?
Submit your inquiry to request a meeting with a licensed professional about your financial and insurance needs. Tell us what you want to accomplish, and we will outline the next steps.
Where Can I Find Our Financial Planning Team Near Me in Wichita, KS?
Benedetto Wealth and Insurance serves individuals, families and business owners in Wichita, Kansas. Contact us to schedule a consultation.
Phone: 316-282-9000 | Cell: 316-558-0424
Frequently Asked Questions About Our Financial Planning Team in Wichita, KS
Who is on your financial planning team in Wichita, KS?
Our team includes Gavin Thunberg, Alex Medrano and Jackson Pasquith. You can reach each team member directly using the contact details on this page.
What services does your team offer?
We offer financial planning, investment management and competitive insurance coverage, including retirement planning, tax planning, succession planning and insurance for home, auto, commercial, health, Medicare and life needs.
Can I meet with a licensed professional?
Yes. Submit your inquiry to meet with a licensed professional about your financial and insurance needs. You can also verify licenses and registrations through the Kansas Insurance Department, FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.
Do you work with business owners in Wichita, KS?
Yes. We help business owners with retirement plans, tax planning, succession planning and commercial insurance, and we coordinate with your CPA and attorney as needed.
How do I contact a financial advisor near me in Wichita, KS?
Call 316-282-9000, email any team member directly or submit your inquiry through our contact page, and we will follow up to schedule a consultation.
