Insight Wealth Strategies

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Tomorrow: 8:00 am - 5:00 pm

(316) 291-4055Call Visit WebsiteVisit Website Map & DirectionsDirections301 N Main StWichita, KS 67202 Write a ReviewWrite Review

Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Wichita with Investments

Mcconnell Afb (10 miles)
Kechi (13 miles)
Haysville (14 miles)

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General Info

Allen, Gibbs, & Houlik, also known as AGH, is one of the largest certified public accountants in the Midwest. It maintains a staff of more than 100 employees. The firm offers a range of advisory services in tax and audit matters. Allen, Gibbs, & Houlik maintains a assurance department that provides internal audit outsourcing, litigation support, fraud examination, and financial statement audit, review and compilation solutions. It also offers business brokering, management buyout, and debt and equity financing services. The firm provides technology and family business consultation solutions. Allen, Gibbs, & Houlik offers several organizational development services, such as conflict management, strategic plan facilitation and employee communication. It serves medium- and large-sized organizations in the financial, manufacturing, government, nonprofit, retail, and construction and real estate industries.

Location

Epic Center

Neighborhood

Downtown Wichita

AKA

Insight Wealth Strategirs LLC

Insight Wealth Strategirs

Insight Wealth Strategies LLC

Other Link

https://www.iwswichita.com/contact

Categories

Investments, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (316) 291-4055

Address: 301 N Main St, Wichita, KS 67202

Website: https://www.iwswichita.com/contact

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Insight Wealth Strategies

Tax Planning
We tailor our tax planning, consulting and compliance service to the unique needs of the organization or individual. We can help you navigate the tax code to ensure you are in compliance now and for the future.
Estate Taxes
Tax Services
We're known for our assurance and tax services, but we provide much more. When it comes to managing the various risks, opportunities, and scenarios facing your business, we likely have you covered.
Roth IRA
Just like the original Roth IRA, the Roth 401(k) account has the specific advantage of growing tax-free, but the 401(k) version doesn't have the associated income limits.
Tax Deductions
Most companies engaged in research and development (also called research and experimentation) already claim tax deductions for their costs. For qualifying R&D expenses, however, those same expenses can also generate tax credits as well – a double benefit from the same expenses.
Income Tax
The KSCPA is working with AGH to draft a revenue-neutral bill for Kansas that would allow pass-through entities to pay state income taxes at the entity level.
Tax Deferral

Investment Management
He is a certified public accountant and member of the American Institute of CPAs and Kansas Society of CPAs. In addition, he is active in the Community Bankers Association of Kansas, Young Bank Officers of Kansas and a young professionals board member of the Risk Management Association, Kansas Chapter. Tyler earned a bachelor’s degree in accounting and finance from Kansas State University as well as a certificate in integrated investment management. He is a member of Young Professionals of Wichita (YPW) and a graduate of YPW’s Leadership Academy.
Mutual Funds
Low-cost advisory fees – utilizing both active and passive strategies, mutual funds, ETFs and common collective trust funds with full fee transparency
Bonds
Wealth Management
AGH helps clients build and preserve wealth through a wide range of strategies for organizations and individuals. Affiliate AGH Wealth Management offers complementary resources – a team of professionals that helps organizations and individuals preserve and protect wealth, backed by a national investment firm with research and analytical tools and a full-time commitment to understanding the most current market environment, trends, strategies and tools.

Accounting Services
This service can free up internal finance and accounting staff to focus on higher-level financial strategy and tactics, while still covering the day-to-day operations of the business with qualified professionals like accounts payable, bank reconciliations, general ledger maintenance and financial reporting. Learn more about our accounting and bookkeeping outsourcing service.
Payroll Services
Whether it's cybersecurity, HR compliance, payroll processing, succession planning or any of the many issues or risks facing your organization, AGH has the expertise in place to help. Our professionals can help ensure your organization continues to operate effectively from working with your staff, taking on key responsibilities or implementing best practices.
Cash Flow Analysis
In the private equity area, Mark provides a wide range of merger and acquisition services for private equity groups and their portfolio companies, including due diligence, cash flow analysis, quality of earnings review, and potential cost-savings analysis.
Bookkeeping Services

Financial Planning
For business owners, a personal financial plan can help clarify decisions about succession and estate planning, merger and acquisitions and other business transitions that may be necessary to achieve financial independence or other goals. For executives, financial planning services can offer a road map for wealth building and preservation. For everyone, personal financial plans can draw a complete picture of your current financial situation, contrast it with what you need to achieve your goals, and help you develop strategies to reach those goals. Learn more about our Certified Financial Planner™ service.
Asset Management
Organizations at high risk for fraud based on some aspect of the organization's operations — for example, businesses that take in a large volume of cash daily, have a history of fraudulent attempts, or have high turnover in positions with asset-management responsibility

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