Retirement Planning in Basehor
Retirement planning in Basehor starts with a straightforward conversation: what you have, what you'll need each month, and when you want to stop working.
Learn more →Basehor is home base for Whitehead Financial. Lucy Whitehead lives and works in this community, so a conversation about your retirement, an old 401(k) or your family's health coverage is a conversation with a neighbor.
Whitehead Financial, run by independent broker Lucy Whitehead right here in Basehor, helps local families with retirement planning, 401(k) rollovers and health insurance for self-employed people. Lucy has been helping people since 1995, and there's no charge for her services and no management fees.
Basehor has grown a lot since Reuben and Ephraim Basehor laid out the town site in 1889, when the railroad came through (Basehor Chamber of Commerce). Today the city counts an estimated 8,249 residents as of July 1, 2025, and about 79.9% of homes are owner-occupied (U.S. Census Bureau QuickFacts). That mix of long-time families and newer households means plenty of people here are thinking about the same things: how to turn years of saving into steady income, and what to do with retirement accounts from past jobs.
Roughly 17.6% of Basehor residents are 65 or older, and the median household income is $116,769 (U.S. Census Bureau QuickFacts). Many households are juggling a few moving parts at once: Social Security timing, workplace plans, maybe an old pension, and health coverage. Lucy sits down with you to look at the whole picture in plain English, explain the options that fit your situation, and help you decide on your own timeline. There's no pressure and no fee for her time.
Life in Basehor tends to revolve around places like City Park, the Field of Dreams athletics complex and Falcon Lakes Golf Course (City of Basehor). The average commute is about 28.8 minutes (U.S. Census Bureau QuickFacts), so many residents drive into the wider Kansas City area for work. Because Lucy is local, meeting is easy: she can talk with you at her Basehor office, at your kitchen table, or by phone or video if that's simpler.
Retirement planning in Basehor starts with a straightforward conversation: what you have, what you'll need each month, and when you want to stop working.
Learn more →Changed jobs, retired, or have an old workplace plan sitting idle? Lucy helps Basehor residents understand what their 401(k) rollover options look like.
Learn more →If you run your own business or freelance from Basehor, you're on your own for health coverage. Lucy helps make that process less confusing.
Learn more →Yes. Lucy Whitehead is based in Basehor, Kansas, and has been helping people with retirement and insurance decisions since 1995.
There's no charge for Lucy's services and no management fees. She's an independent broker, so she can walk you through options from different companies and explain how each one works.
Yes. Lucy is happy to meet in person around Basehor, and she can also work with you by phone or video if that's easier for your schedule.
Sources: U.S. Census Bureau QuickFacts: Basehor city, Kansas · U.S. Census Bureau QuickFacts: Basehor city, Kansas · U.S. Census Bureau QuickFacts: Basehor city, Kansas · U.S. Census Bureau QuickFacts: Basehor city, Kansas · U.S. Census Bureau QuickFacts: Basehor city, Kansas · U.S. Census Bureau QuickFacts: Basehor city, Kansas · Basehor Chamber of Commerce: City of Basehor · City of Basehor · Social Security Administration: Starting your retirement benefits early · IRS: Rollovers of retirement plan and IRA distributions · HealthCare.gov: Health coverage for the self-employed · HealthCare.gov: Estimating self-employed income · Kansas Insurance Department: Overview of the Health Insurance Market in Kansas · KDADS: Senior Health Insurance Counseling for Kansas (SHICK)