David Beard: Primerica-Financial Services

Aristata Financial, located in Wichita, KS, specializes in providing personalized financial guidance to business owners and affluent families, fostering long-standing partnerships that span generations. Their team is dedicated to understanding each client's unique financial challenges and goals, ensuring a comprehensive and tailored approach to investment management and planning. Utilizing a structured four-step process called Empower, Aristata Financial combines industry expertise with innovative strategies to craft technically sound financial solutions. Through collaboration with other professional advisors, they focus on maximizing after-tax risk-adjusted returns and integrating clients' business and personal financial objectives seamlessly. Generated from the website

We begin by listening to you, learning about your life and working with you to understand your priorities. Your U.S. Trust® advisor and your team of specialists then build a wealth plan specifically for you — aligning with your personal values and family goals. Together, we develop personalized solutions that address the dimensions of your worth today and the legacy you’re building for future generations

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy