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Our Financial Strategy Team

At Giffin Financial Strategies Group of Wells Fargo Advisors, we partner with our clients throughout their financial journey, delivering personalized strategies that reflect their unique vision and values.

Meet the Team

Services We Offer

Our Financial Strategies Team offers a comprehensive suite of services designed to help clients build, manage, and preserve their wealth. We tailor each solution to align with your unique goals, values, and financial situation.

Investment Planning

  • Portfolio design and asset allocation 
  • Risk tolerance assessment 
  • Ongoing performance monitoring 

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Retirement Planning

  • Retirement income strategies 
  • Social Security optimization 
  • Employer-sponsored plan guidance (401(k), 403(b), etc.) 

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Wealth Management

  • Holistic financial planning 
  • Multi-generational wealth strategies 
  • Charitable giving and philanthropic planning 

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Risk Management

  • Insurance needs analysis
  • Life, disability, and long-term care insurance strategies
  • Asset protection planning

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Tax-Efficient Strategies

  • Tax-aware investment planning
  • Coordination with tax professionals
  • Strategies to minimize tax liabilities

Estate & Legacy Planning

  • Estate plan reviews
  • Trust and beneficiary coordination
  • Wealth transfer strategies

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Business Owner Solutions

  • Succession planning
  • Executive compensation strategies
  • Business continuity planning

Ongoing Plan Monitoring

  • Regular strategy reviews
  • Life event and market-driven adjustments
  • Transparent reporting and communication

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Accessing Your Account

  • Wells Fargo Advisors
  • Client Login

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Our Commitment to You

We work hard to serve our clients’ best interests through careful planning and transparent actions. When working with us, you’ll know the reasons for our recommendations and any fees associated with them. You’ll receive timely attention when you have a concern or question. And we can work together in person, by phone, or via email – whichever works best for you.

We believe your investment strategy should support and sustain your long-term financial future. Drawing on a wide range of investment choices and research, we'll help you align your strategy to your most meaningful plans and goals for your life. Think of it as a careful, deliberate planning approach that goes way beyond simply aiming for returns and hoping for success.

  • Time — to get to know you and what matters most to you and your loved ones
  • A personalized investment plan tailored to your unique life goals
  • Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance
  • Holistic, big-picture advice throughout your financial journey

We'll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals, we'll create an investment plan together to help support them.

Your Wealth. Our Focus.

We know what an immense responsibility—and honor—it is to be entrusted with helping manage your financial well-being.

We will work diligently to understand your motivations and goals and tailor a blueprint for you founded on extensive research and analysis.

What We Do

Our Services

Your investments should work together to help you reach your financial goals. You have access to many investment products and services. Here are some we offer to help you build your plan for the future and for now.

Investment Products

Developing your investment plan includes choosing which products and services might help you meet your financial goals. Review some of the selections we offer to our clients. We can discuss what might work for your situation and help you as you work toward achieving your goals.

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Retirement Planning

Creating a plan can help you stay focused, plan for challenges, and make choices that work for you. Find out how to create and manage your retirement plan. We'll look at your whole picture. Together, we'll prioritize your goals for the future and map out a financial course to help you achieve them.

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Deliberate planning approach

  • Time — to get to know you and what matters most to you and your loved ones
  • A personalized investment plan tailored to your unique life goals
  • Scheduled reviews with you to help ensure you're on track to meet your objectives and risk tolerance
  • Holistic, big-picture advice throughout your financial journey

Insurance

You can't avoid all risks in life. Insurance can play a key role in helping preserve your assets and achieve your financial goals. 
It's all about keeping an eye on both assets and liabilities. Insurance allows you to transfer a risk from your balance sheet to an insurer's.  Find out why we recommend insurance as part of your investment plan.

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Estate Planning Strategies

Everyone could use an estate plan. It's not about what you own – but putting you in control. Estate planning can often be fairly simple with professional help. Sometimes it’s more complex. In either case, here's helpful information to begin thinking about your plan.

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Advice and guidance

We'll provide the advice and guidance you need to focus on your short- and long-term goals while navigating life's financial opportunities and turning points. Once we've helped you explore your goals, we'll create an investment plan together to help support them.

Ready To Connect?

We Are.

Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you

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Giffin Financial Strategies Group of Wells Fargo Advisors

300 South Main Street
Wichita, KS 67202
Local Phone: (316) 267-0300
kent.giffin@wellsfargoadvisors.com