Retirees are one of the highest & most unfairly taxed groups in America

That’s why we focus on creating tax-efficient financial plans and portfolios; so our clients can enjoy more of their hard-earned dollars in retirement instead of needlessly giving them to Uncle Sam

Voted Best Financial Planning Firm, Best Financial Planner, & Best Accountant

By Topeka Capital Journal Readers

Want to keep the taxman out of your retirement?

Saturdays 7:30am-8:30am

Sundays 8am-9am

on AM1440 or anytime via our podcast


Smartvestor Pros provide a refreshing twist on financial planning with the heart of a teacher, not the attitude of a salesman.

Are you in the Topeka, KS area and looking for a financial advisory firm with over 75 combined years of experience to help guide your retirement plan and investments in a tax-efficient manner?

Independent, unbiased, fiduciary advice

At The Retirement Team we believe that those we serve are entitled to great advice in a transparent, straightforward, and easy to understand manner. Simple is a favorite word of ours. Because we make things simple, our clients easily understand what we are doing on their behalf and why we are doing it.

We are independent advisors with a fiduciary responsibility, bound by law to put our clients’ needs first, not those of a brokerage or insurance company. Our clients love that this allows us to give them the best and most unbiased advice possible, with no hidden or predetermined agenda.

12 + 11 =

(785) 228-0222

Info@RetireTopeka.com

(785) 228-1446

5909 SW 28th St #100 Topeka, KS 66614

Investment advisory services offered through Next Generation Investing, LLC, a Registered Investment Adviser.

Securities offered through World Equity Group, Inc., member FINRA and SIPC.
The Retirement Team and Next Generation Investing, LLC are not owned or controlled by World Equity Group, Inc. Visit http://brokercheck.finra.org/ for more information.
Insurance products, including annuities, offered through Roger Shumaker, KS Insurance License # 787094, and Ryan Shumaker, KS Insurance License #10359614. The generalized information we provide regarding tax minimization planning is not intended to, and cannot, be used by anyone to avoid paying federal, state, or local municipality taxes or penalties. You should seek advice based on your particular circumstances from an independent tax advisor, as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer’s particular set of facts and circumstances. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed insurance and annuity product guarantees are subject to the claims-paying ability of the issuing company. Investing entails risks, including possible loss of principal. The use of tools cannot guarantee performance. Past performance is no guarantee of future results. No investment strategy can guarantee a profit or protect against loss in a period of declining values. WealthGuard™ is a complete portfolio monitoring system. Designed by determining the amount of downside risk a client is willing to tolerate, WealthGuard™ is added to client accounts to help protect from downside risk. WealthGuard™ is not a stop-loss strategy. When the account value in the portfolio hits the targeted downside value, an alert is sent to the client, advisor, and money manager. The money manager trades the account as indicated on the WealthGuard™ agreement. There is no guarantee the exact WealthGuard™ value will be captured, or assets will be traded or liquidated, the same day the WealthGuard™ value is reached due to time of day and/or market restrictions. WealthGuard™ is not responsible for any tax implications that may result due to the liquidation or trading of the holdings. FormulaFolio Investments is not responsible for any errors or omissions in the information used to prepare your WealthGuard™ percentages. WealthGuard™ does not make any representations or warranties, whether expressed or implied, regarding investing in securities or investment products. WealthGuard™ makes no warranties to the legality or suitability of any investment product. Roger & Ryan Shumaker are not affiliated with the Social Security Administration or any other governmental agency. We encourage you to contact the SSA about your specific circumstances.