Retirement Planning in Wichita
Many Wichitans have spent careers building aircraft, caring for patients or running their own shops. Turning those working years into a steady retirement income is the heart of what Lucy helps with.
Learn more →Wichita is Kansas's largest city and the place that earned the name Air Capital of the World. Aviation careers, hospital jobs and a big community of independent workers all bring their own money questions. Lucy works with Wichita clients remotely from her Basehor office, so getting answers is as easy as a phone or video call.
Whitehead Financial helps Wichita, KS residents with retirement planning, 401(k) rollovers and health insurance for the self-employed. Lucy Whitehead is an independent broker based in Basehor who has been helping people since 1995, and she serves Wichita clients by phone and video. There's no charge for her services and no management fees.
Wichita has an estimated 400,987 residents as of July 2025, and 15.7% of them are 65 or older (U.S. Census Bureau QuickFacts). That's a lot of people who are retired, close to it, or helping a parent through it. Lucy's conversations with Wichita families often cover the practical questions: how much income you'll need, where it will come from, and how to make savings last.
Aviation runs deep here. Visit Wichita says the city first earned the title Air Capital of the World in 1928, when its 16 aircraft manufacturers were turning out 120 airplanes a week, and that firms like Textron Aviation, Spirit AeroSystems, Airbus Americas and Bombardier still design and build aircraft and components in Wichita today (Visit Wichita). For people who have spent decades in the industry, workplace retirement plans are often the biggest asset they own. Lucy can help you understand your choices when you leave or retire.
Sedgwick County's major employers include Via Christi Clinic, Spirit AeroSystems Holdings and Cessna Aircraft Co (Kansas Department of Commerce). But not everyone in Wichita works for a large company. In the city, 14.5% of people under 65 don't have health insurance (U.S. Census Bureau QuickFacts), and self-employed residents are among those who have to find coverage on their own. Lucy can help you sort through individual health insurance options in plain English.
Areas we serve in Wichita: Old Town District, Historic Delano District, Douglas Design District, Downtown Wichita.
Many Wichitans have spent careers building aircraft, caring for patients or running their own shops. Turning those working years into a steady retirement income is the heart of what Lucy helps with.
Learn more →In a city built on aerospace manufacturing, job changes, layoffs and retirements can leave people holding retirement accounts they're not sure what to do with. Lucy helps you slow down and understand your options.
Learn more →Contractors, shop owners, consultants and gig workers all over Wichita have to buy their own health insurance. Lucy helps make that process less confusing.
Learn more →Lucy's office is in Basehor, Kansas. She serves clients in Wichita by phone and video, so you can talk with her from home or work.
There's no charge for Lucy's services and no management fees.
Yes. Lucy can talk through your options for a workplace plan when you change jobs or retire, and explain how a rollover works so you can decide what's right for you.
Sources: U.S. Census Bureau QuickFacts: Wichita city, Kansas · Kansas Department of Commerce DataView: Sedgwick County · Visit Wichita: Air Capital of the World · Visit Wichita · IRS: Rollovers of retirement plan and IRA distributions · HealthCare.gov: Health coverage for the self-employed