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WHAT IS THE HOLY GRAIL OF RETIREMENT?

FREEDOM

TO LIVE YOUR  LIFE IN A WAY YOU'VE ALWAYS IMAGINED

AS WITH ANY QUEST, CRUSADE, OR JOURNEY, YOU'LL NEED A MAP

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AND A PLAN.

 

Your plan starts with Retire REGAL®, our proprietary process that incorporates planning and investment strategies for your journey into key areas we call 

The Five Realms of Retirement. 

​During your retirement journey, you could encounter risks that take you off course, or set your retirement back completely.  We call these risks 

The Five Foemen of Retirement.

Click below to learn more about each Risk and Realm and to see how our Retire REGAL® process can help guide you and your family to a confident and sustainable retirement.

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KANSAS CITY-HQ

2300 Main Street

Suite 900

Kansas City, MO 64108

ST. LOUIS

7733 Forsyth Blvd Suite 1100

Clayton, MO 63105

CHICAGO

100 South Saunders Rd 

 Suite 150

Lake Forest, IL 60045

COLUMBIA

303 N Stadium Blvd, Suite 200

Columbia, MO 65203

WICHITA

801 East Douglas Ave, 2nd Floor

Wichita, KS 67202

BENTONVILLE 

1202 NE McClain Road Building 7

Bentonville, AR 72712 

DES MOINES

6165 NW 86th Street

 Johnston, IA  50131

OMAHA

1299 Farnam Street

Suite 300 

Omaha, NE 68102

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©2024 by Owens Financial Group, LLC     

 

Investment advisory products and services made available through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser.  Foundations does not offer insurance products. Insurance products are offered through the insurance business Owens Financial Group, LLC (OFG). OFG is also an Investment Advisory practice that offers products and services through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. .  The insurance products offered by OFG are not subject to Investment Advisor requirements. Foundations and OFG are not affiliated companies. NPN#19094788.  The Better Business Bureau membership provides no guaranteed assurance or warranty of the character or competence of the member. BBB charges a fee for BBB Accreditation. You should make financial decisions on the basis of your own due diligence. Million Dollar Round Table (“MDRT”) is a membership organization. Qualifying criteria for membership include attaining specified levels of commissions earned, premium paid or income earned on the sale of insurance and other financial products. The MDRT membership requires the payment of annual dues, compliance with ethical standards, and to be in good standing with an MDRT-approved Professional Association. There are 3 levels of membership which include standard membership, Court of the Table and Top of the Table. The MDRT logo and/or trademarks are property of their respective owners and no endorsement of Chris Owens or Owens Financial Group is stated or implied. The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members  have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance or warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.  Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.  Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Owens Financial Group, LLC or Chris Owens is stated or implied. Investment advisory services provided by Owens Financial Group and Foundations are all separate entities.

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