Leavenworth calls itself the "First City of Kansas," and plenty of the people who live here have spent careers tied to Fort Leavenworth, the VA, schools and local employers. When it's time to think about retirement income, move an old 401(k) or find coverage after going out on your own, Lucy Whitehead is a short drive away in Basehor and happy to talk it through.
Whitehead Financial, run by independent broker Lucy Whitehead out of nearby Basehor, serves clients in Leavenworth, KS with retirement planning, 401(k) rollovers and health insurance for self-employed people. Lucy has been helping people since 1995, and there is no charge for her services and no management fees.
Leavenworth is home to about 37,012 people, according to the Census Bureau's July 1, 2025 estimate, and it has a long history of public service. Fort Leavenworth was established in 1827, and the U.S. Army Command and General Staff College was founded there in 1881 (City of Leavenworth). That history shows up in the numbers too: the Census counts 4,938 veterans living in the city (U.S. Census Bureau QuickFacts). Lucy works with folks at every stage, from people still on the job to those planning their next chapter.
The median household income in Leavenworth is $72,987, and about 13.1% of residents are 65 or older (U.S. Census Bureau QuickFacts). That means a lot of households are still in their working and saving years, with retirement decisions coming into view. A conversation with Lucy is a chance to lay out where your savings sit today, what income you might need later and which options, like fixed index annuities, are worth understanding before you decide anything.
Health coverage is another piece of the puzzle. About 9.1% of Leavenworth residents under age 65 don't have health insurance (U.S. Census Bureau QuickFacts). If you've left an employer plan to freelance, consult or run a small business, Lucy can walk you through the self-employed coverage options available to you. As an independent broker, she isn't tied to one company, and she doesn't charge for her help.
Whether you've spent years working on post, at the VA or for a local employer, retirement planning starts with a clear picture of what income you'll have and when. Lucy helps Leavenworth residents sort that out without pressure.
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Leavenworth is a town where people change roles, retire from one career and start another. If you've left an employer, you may have a 401(k) sitting in an old plan. Lucy can help you understand what to do with it.
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Going out on your own in Leavenworth, whether you're a contractor, consultant or running a small shop downtown, means finding your own health coverage. Lucy can help make that process less confusing.
Learn more →Lucy's office is in Basehor, a short drive from Leavenworth. She serves clients throughout Leavenworth and can meet by phone or video if that's easier.
There is no charge for Lucy's services and no management fees. She's an independent broker who has been helping people since 1995.
Retirement planning and income, rolling over a 401(k) from a past employer, and health insurance if you're self-employed. She'll explain your options in plain English so you can decide what fits.
Sources: U.S. Census Bureau QuickFacts: Leavenworth city, Kansas · City of Leavenworth: Leavenworth History · Social Security Administration: Starting Your Retirement Benefits Early · IRS: Rollovers of Retirement Plan and IRA Distributions · HealthCare.gov: Health coverage options for the self-employed · HealthCare.gov: Dates and deadlines
