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Jonathan Harner (CFP®)

Jonathan Harner focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Business Owners
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

We create financial plans and manage investments to help our clients achieve superior real-life results. 

Schedule an appointment now by visiting www.wichitawealth.com

We provide two services for our clients:

  1. Financial Planning, which broadly speaking includes (this is not a comprehensive list):
    1. Retirement planning
    2. Insurance analysis
    3. Income Tax analysis
    4. Social Security analysis
    5. Estate planning
  2. Investment management using the six steps of Behavioral Investment Advice:
    1. Faith in the future
    2. Being patient
    3. Being disciplined
    4. Asset allocation
    5. Diversification
    6. Portfolio rebalancing

Schedule an appointment now by visiting www.wichitawealth.com

Additional Information

We create financial plans and manage investments to help our clients achieve superior real-life results.

Schedule an appointment now by visiting www.wichitawealth.com

There is a lot of noise and conflicting opinions about retirement finances. On the best days, the noise can be confusing. On the worst days, it can be deafening. As fiduciary, fee-only, Certified Financial Planners we guide our clients through the noise and clutter so they can achieve superior real-life financial results.

Here are some common questions we help our clients answer:

  • Will my spouse be okay if I unexpectedly pass away?
  • Can my spouse and I maintain our lifestyle we retire?
  • How much money do I need to retire?
  • When can I retire?
  • Will I run out of money in retirement?
  • What happens if the market drops 30 percent after I retire?

We help you answer these questions by working with you to create a custom financial plan for your lifetime’s retirement savings. Without a plan, investors are more likely to invest based on the fads and fears of the moment, instead of using historical data to meet their most cherished financial goals. Your retirement savings are too important to make decisions about without a plan.

As independent, fiduciary, fee-only, CFPs let us help you answer the questions above.

Schedule an appointment now by visiting www.wichitawealth.com

NAPFA Start Date

January 11, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

889 N Maize Rd Ste 109 Wichita, KS 67212-4559 Phone: (316) 722-1010 Fax: (316) 221-1009
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