The Client Engagement | The Capital Concierge - Financial Planning

client portal

Estate and Legacy Planning

Mortgage Broker

Medicare Consulting

Insurance Optimization

Personal and Business Retirement Services

Wealth Management

connect

resources

client engagement

the agency

concierge experience

Home

client engagement

concierge experience

client engagement

concierge experience

About our Services

Estate and Legacy Planning

Mortgage Broker

Medicare Consulting

Insurance Optimization

Personal and Business Retirement Services

Wealth Management

client engagement

concierge experience

Schwab Secure Portal

Medicare Partnership

medicare partnership →

Schwab online Access →

Medicare Advantage Plans are insured or covered by a Medicare Advantage organization with a Medicare contract and/or a Medicare-approved Part D sponsor. Enrollment in the plan depends on the plan’s contract renewal with Medicare. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. Availability of benefits and plans varies by carrier and location. Deductibles, copays and coinsurance may apply. Plans purchased after initial enrollment period are subject to eligibility requirements.

We are not affiliated with Medicare or any other government agency. By contacting us, you will be connected with a licensed insurance agent.

Get on the List

3200 Mesa Way, Suite A
Lawrence, KS 66049
Office: 785-251-0999
Fax: 785-576-1270
Hours: Mon-Fri 8am-5pm
office@thecapitalconcierge.net

©The Capital Concierge 2026 | Wealth Privacy Policy | Privacy Policy | ADV Part 2A | Form CRS | Strategic Sponsor Revenue Disclosure | Site Credit

Investment advisory services offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. The Capital Concierge, LLC and CreativeOne Wealth are not affiliated entities. We are not affiliated with or endorsed by any government agency, and do not provide tax or legal advice.

Licensed insurance professional. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Past performance may not be used to predict or project future results. This material is for informational purposes only and should not be construed as a recommendation or advice for your particular circumstances.

Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firms ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).

Content provided by links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of the information provided on these websites.

Client Engagement

Connect

Concierge Experience

The Agency

Home