Helping people since 1995
Grow it. Protect it. Distribute it.
Meet Lucy Whitehead
Lucy Whitehead has been helping people get more from their nest eggs since 1995. Whitehead Financial is based in Basehor, Kansas, and works with families, retirees and self-employed Kansans across the state.
As a broker, Lucy isn't tied to one company. She compares options and fits each client to the company that best matches their needs, whether that's protecting retirement savings, rolling over a 401(k) after a job change, or finding health insurance when you work for yourself. For self-employed health insurance, she has more than 200 companies available.
There is no charge for Lucy's services and no management fees, ever. She travels to customers and also meets by phone and video.