Planned Professional Management

Planned Professional Management We offer complete and comprehensive financial planning. Including Retirement Planning, Asset Management, 401k Rollovers & Insurance.

Planned Professional Management's services not only meet you where you are today, but lead you where you want to be in the future. Entrepreneurs often think differently about financial goals than long-term corporate employees, 30-somethings often take a different approach than 50-somethings. So, all of these services begin with a complimentary conversation when we can get a clear picture of what i

s important to you. Then, we put the tools in place to set you up for success and help reach your desired vision. Securities offered through Comprehensive Asset Management & Servicing, Inc. 2001 Route 46, Suite 506, Parsippany, NJ 07054 800-637-3211 Member FINRA/SIPC/MSRB Advisory services offered through Planned Professional Advisory, a Registered Investment Adviser through the state of Kansas. Planned Professional Advisory and CAMAS are separate and unrelated companies.

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be...
04/06/2026

Looking to create a financial legacy for your heirs while managing taxes? Grantor Retained Annuity Trusts (GRATs) may be the solution you're looking for. Explore how GRATs can help you transfer wealth and reduce gift tax liability.

Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.

Attention Estate Executors: Do you know about the Alternate Valuation Date?
04/05/2026

Attention Estate Executors: Do you know about the Alternate Valuation Date?

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date.

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer...
04/04/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

If you don’t have an estate strategy, here's some reasons why you should.
04/03/2026

If you don’t have an estate strategy, here's some reasons why you should.

Do you have an estate strategy? You should.

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing yo...
04/02/2026

A will may be only one of the documents you need—and one of the factors you should consider—when it comes to managing your estate.

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.
02/05/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?
02/04/2026

When it comes to making a difference, which is better? Investing for impact or starting your own philanthropy?

This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
02/03/2026

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

This calculator can help you estimate how much you should be saving for college.

Saving for college doesn’t have to be as complicated as college itself.
02/02/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

FDIC insurance was designed to protect your deposited funds, but do you know how?
02/01/2026

FDIC insurance was designed to protect your deposited funds, but do you know how?

FDIC insurance was designed to protect your deposited funds, but do you know how? This article answers that question.

There are benefits and limitations when you decide to donate stock. Learn more from our message.
01/31/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

There are benefits and limitations when you decide to donate stock.

The beans brewed for your morning coffee may have changed hands many times.
01/30/2026

The beans brewed for your morning coffee may have changed hands many times.

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Address

8100 E 22nd Street N Bldg 100-8
Wichita, KS
67226

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+13166872425

Website

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