Aristata Financial

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Aristata Financial Aristata Financial helps business owners build fulfilling lives by aligning personal goals, financial resources, and business strategy.

We help owners build value, reduce risk, create options, and confidently navigate life before and after the business. Securities offered through Raymond James Financial Services, Inc., Member
FINRA/SIPC. Aristata Financial is not a registered broker/dealer and is independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please click the following "Social Media Disclosure” link http://raymondjames.com/smicd.htm

There comes a point when you start thinking differently about what's valuable.You've spent years building a career, supp...
10/23/2026

There comes a point when you start thinking differently about what's valuable.

You've spent years building a career, supporting a family, saving for the future, and taking care of what needed your attention. Eventually, the question becomes: What do I want more time for?

Maybe it's family. Travel. Your business. Your health. Giving back. Or simply having more control over your days.

Financial planning should help you think beyond the numbers and consider how the life you've built can support the way you want to spend your time.

Financial priorities have a way of changing as life does.At one point, the focus may be building an emergency fund or pa...
10/21/2026

Financial priorities have a way of changing as life does.

At one point, the focus may be building an emergency fund or paying down debt. Later, the conversations shift toward retirement, caring for family, enjoying what you've built, or thinking about what you'll leave behind.

The important part is recognizing how those priorities connect.

A strong financial plan considers what you need today while continuing to make room for what may matter years from now.

Wherever you are in that progression, we'd be happy to have a conversation about what deserves your attention next.

10/20/2026

Most people think retirement planning is all about investments, but taxes can play an equally important role.

What if there was a period early in retirement when you might have more control over your tax picture than at any other time?🪟Many retirees don't realize this window exists, and once it's gone, it can't be recreated.

In this video, we'll explore a strategy that may help reduce future tax burdens and increase retirement planning flexibility. If you're retired or approaching retirement, this is a concept worth understanding.

Click the link to watch the full length video! https://www.aristatafinancial.com/the-roth-conversion-opportunity-many-retirees-miss/

You can know it's time to move and still have a hard time leaving.A home can hold decades of birthday mornings, holidays...
10/19/2026

You can know it's time to move and still have a hard time leaving.

A home can hold decades of birthday mornings, holidays around the table, height marks on the doorframe, and rooms your children still think of as "home."

So when it's time to downsize, the decision carries more than financial considerations. It can mean deciding what to keep, what to let go of, and what you want the next chapter to feel like.

Some moves deserve more than a financial conversation.

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much...
10/16/2026

Selling a business. Receiving an inheritance. A significant equity payout. Sometimes your financial life can change much faster than you expected.

And with that change can come pressure to make decisions quickly about investing, spending, giving, or what happens next.

Give yourself time to let the dust settle.

A little space can help you understand what's changed, consider the tax and planning implications, and think carefully about what you want this money to make possible.

When the time is right, that's a conversation we're here to help you navigate.

Success can create something we don't talk about enough: more choices.And choices come with tradeoffs.A promotion may me...
10/14/2026

Success can create something we don't talk about enough: more choices.

And choices come with tradeoffs.

A promotion may mean more income and less time. A bigger home may mean more space and less flexibility. Building wealth may eventually give you the ability to work less, change careers, or spend differently.

As your financial life grows, the conversation often becomes less about what's possible and more about what's worth it.

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see whether your coverage should change...
10/12/2026

A lot can change in a year. Medicare Open Enrollment gives you an opportunity to see whether your coverage should change with it.

Have your prescriptions changed? Your doctors? Your income? Are healthcare costs fitting into your retirement plan the way you expected?

Open Enrollment runs from October 15 through December 7, making this a good time to take another look and bring any questions into your next planning conversation.

We can help you consider how healthcare costs fit into your broader financial picture and coordinate with the appropriate Medicare professionals when needed.

Have you ever thought through a financial decision so many times that you're no longer sure what you think?You've run th...
10/09/2026

Have you ever thought through a financial decision so many times that you're no longer sure what you think?

You've run the scenarios. Read the articles. Talked it over at home. Maybe you've even made a decision, only to reconsider it the next morning.

We see this when the stakes feel especially high, like retirement, selling a business, helping family, or making a major purchase.

Sometimes you don't need more information. You need the space to sort through what you already know and determine what matters most.

That's where a thoughtful conversation can help.

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.Maybe you planned to retire...
10/07/2026

Sometimes we hold ourselves to decisions we made for a version of life that no longer exists.

Maybe you planned to retire at 65, but your work still feels meaningful. Maybe you always pictured staying in your home, but now you'd rather have the freedom to travel. Maybe supporting family or giving back has become more important than something you spent years saving toward.

As life gives us new experiences, our priorities have a way of evolving with them.

Your financial plan should leave room for that.

Address

310 W Central Avenue
Wichita, KS
67202

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 4:30pm

Telephone

+13164404476

Website

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