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What the code of the West taught us about the financial Industry.

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Retirement Plans

Reward tenure and give your employees free money. Pretty sure they’ll like that.

Financial Wellness

Educate your employees so that they spend their money wisely. They’ll sleep better, and so will you.

Wealth Management

Organize your finances and establish plans to reach your desired financial goals.

We’re independent advisors who offer services to employer-sponsored retirement plans, financial wellness programs and wealth management clients.

We are BOARDROOM advisors.

We are BREAKROOM advisors.

We are WEALTH MANAGEMENT advisors.

Newest Posts From Our Blog

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The Absolute Best Advice We Have For New Graduates

For many of the colleges and universities we work with, it's a bittersweet time of the year. On one hand, the last finals are getting graded and final papers are being turned in. Class is coming to a close which means no more lectures, no more homework, no more grading and office hours. On the other hand, it's always a little tough to say bye to the students you've watched learn and grow under your tutelage for the past semester or longer. 

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4 Threats to Your Perfect Retirement: Social Sector Style

One of the reasons I've always genuinely loved working with the social sector is the people. Warm and friendly do-gooders working to make a difference in the world—that's always a group I can have a great time with. 

Unfortunately, I've noticed not a whole lot of other people have much love for the social sector, especially not the people writing about retirement planning. Pretty much every article I read out there focuses on the private sector without so much of a mention of a 403(b) or other social sector retirement options. So, now I'm on a mission to right that particular wrong.

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Don’t Get Emotional: How to Avoid Bad Investing Behavior

Do you want to know the biggest threat to investors trying to reach a comfortable retirement? It's not economic downturns or rising interest rates. Nor is it student loans or rising medical costs. In fact, an investor often has total control over their biggest obstacle to reaching retirement.

That's because an investor's greatest enemy is always himself or herself.

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Two West | 4551 W. 107th Street, 3rd Floor | Overland Park, KS 66207 | Phone: 913-825-1722

Two West is an affiliated group of member companies comprised of Two West Financial Partners, LLC; Two West Capital Advisors, LLC; MTC Holdings Corporation; Financial Counselors, Inc. and Midwest Trust Company.