PLANNING FOR A PURPOSE

The Converse Team specializes in providing independent fiduciary guidance and wealth management services to businesses and individuals. We offer expertise in tax planning strategies through investment related vehicles, taking pride in turning complex topics into easily understandable and actionable items to achieve the desired goals.

OUR BUSINESS IS PEOPLE

People are at the center of everything we do. We work to improve quality of life through financial wellness. That means treating you with respect and designing our services and solutions to work for each unique situation.  

 

We believe in always being candid with clients, following through on what we say we will do, and simplifying the approach to wealth accumulation and retirement planning.  

 

We listen to you and offer compassionate, professional guidance, information and tools to help families on their financial journey and businesses construct well defined benefit packages. 

MONEY DOESN'T COME WITHOUT GUIDANCE

At The Converse Team, we believe proper design in personal or business planning is the first step to achieving great things! We understand making financial and tax planning decisions can seem daunting and overwhelming. Working with our team will move the responsibility of the day-to-day management to us, giving you one less thing to worry about. It is our mission to provide a clear and concise roadmap with options that align with what’s important to you and/or your business.

HAVE QUESTIONS?

Please feel free to contact us. We will get back to you with 1 to 2 business days. Or just call us now!

3500 N Rock Road, Bldg 200
Wichita, Kansas 67226
  • The Converse Team LinkedIn
  • The Converse Team Facebook
  • The Converse Team YouTube Videos
Broker-Check-by-FINRA.png
SUBSCRIBE TO OUR NEWSLETTER

Receive the latest insights and resources from The Converse Team.

Consulting and Financial Planning Services offered through Keating Financial Advisory Services, Inc. Keating & Associates, Keating Financial Advisory Services, Inc., and The Converse Team are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Keating Financial Advisory Services, Inc. and Raymond James Financial Services Advisors, Inc. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

 

Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Raymond James Privacy Notice.

Copyright © 2023. All rights reserved.