Securing Your Legacy Across Generations

 

                                                      Meet the Aristata              Financial Team

 

who we serve

Young Professionals

Guidance and strategies through the every stage to lay the foundation for a confident financial future

Entrepreneurs

From succession and investment strategies to retirement, create a plan that will withstand a volatile market

Affluent Families

Creating generational wealth for a lasting legacy with the bones in place to last for generations to come

Resource Center

Valuable insights curated for you by the Aristata Financial team

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Financial Roots Blog

Have the Talk Before It’s Too Late

Have the Talk Before It’s Too Late

Does your family know your wishes for your money after you’re gone? Putting it in a will is a great start but doesn’t go far enough. There is a way you can be clear about your wishes, help preserve family harmony, and increase the chances that your legacy will live on...

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Reaching Retirement: Now What?

Reaching Retirement: Now What?

You've worked hard your whole life anticipating the day you could finally retire. Congratulations — that day has arrived! But with it comes the realization that you'll need to carefully manage your assets to give them lasting potential. Review your portfolio regularly...

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Who We Are

Who We Are

There’s no one-size-fits-all solution when it comes to your finances. You should have a financial advisor who gives you individualized attention based on your needs. Here’s a video on why that’s so important to us:At Aristata Financial, we serve a select group of...

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Value of a Financial Plan

Value of a Financial Plan

Have you ever walked into class and your teacher gives you a pop quiz? That unprepared feeling shouldn't be how you face retirement. We can help you take out the guesswork on when and how you can retire. Here’s a short video on the value of a financial plan:You...

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Protecting What’s Most Precious To You

Protecting What’s Most Precious To You

Are you looking for a way to secure your family’s future and protect your hard-earned assets?  One way to do this is to create a comprehensive estate plan. Watch this short video to learn about how you can get started planning.Leaving your Legacy Do you have a...

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Get to know Gage Kennedy

Get to know Gage Kennedy

Gage was born and raised in Wichita and has always known he wanted a career where he could work with people. That’s why Aristata Financial is a great fit for him. We all value putting people first. Learn a little about Gage from this video.Video Script Gage Kennedy:...

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