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8645 College Boulevard
Suite 125
Overland Park, KS 66210

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Ogden Advisory Group

913-768-8090

 
It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust Consider These 3 Things Before Driving Off the Lot

A Wealth of Available Solutions.

Ogden Advisory Group is a secure retirement services firm serving Kansas, Missouri and Colorado. Founded in 1988, we have developed our business by reaching out and developing close and trusting relationships with each of our clients.  Regardless of the direction the stock market and interest rates take in the future, it’s important to have a trusted adviser you can count on to give you the news straight and always look after your best interests.

Our Client Review

We are experienced and understand your need for integrity.  We want to understand your goals and provide a product to help you meet those goals.  We work with numerous companies to be able to provide you with a product that is customized to help you reach a comfortable retirement.

To schedule a time to discuss your financial future, contact us at ogdenoffice@me.com, or call us at (913) 768-8090 or 720-216-1765

Services

We create strategies

tailored to your goals.

Independence

Without any conflicts of interest we put your needs first.

Trust

We dedicate ourselves to building trusted relationships that span generations.

Helpful Content

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

 

Retiree Health Care Coverage Overseas

Retirees traveling abroad need to know that their health insurance travels with them.

Choices for Your 401(k) at a Former Employer

Individuals have three basic choices with the 401(k) account they accrued at a previous employer.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

Insurance Needs Assessment:When You're Married With Children

When you’re married and have children, insurance needs will be different.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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