Retirement & Health Insurance Help in Salina, KS

Whitehead Financial helps Salina, 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 works with Salina clients by phone and video. There's no charge for her services and no management fees.

Salina has an estimated 46,094 residents as of July 2025, and 18.5% of them are 65 or older (U.S. Census Bureau QuickFacts). That's a bigger share of older residents than in many Kansas cities, which means retirement income isn't a someday question here. For a lot of Salina households it's happening now. Lucy's conversations focus on making sure your income plan is clear and that you understand every option before you commit to anything.

Saline County's major employers include Schwan's Home Services, Stryten Manufacturing, Crestwood Inc and Great Plains Manufacturing (Kansas Department of Commerce). Manufacturing careers often come with workplace retirement plans, and when people retire or switch employers, they need to decide what to do with that money. Lucy can walk through the choices with you, explain how a rollover works and answer your questions in plain English.

Salina is also a place where people put down roots. The city has been in business since 1858 and maintains 28 parks (City of Salina), and 64.1% of homes are owner-occupied (U.S. Census Bureau QuickFacts). Plenty of residents run their own businesses, too, and 14.7% of people under 65 in Salina don't have health insurance (U.S. Census Bureau QuickFacts). Lucy can help self-employed residents understand their individual health insurance options.

Areas we serve in Salina: Downtown Salina.