Retirement & Health Insurance Help in Shawnee, KS

Whitehead Financial helps Shawnee, KS residents with retirement planning, 401(k) rollovers and health insurance for self-employed people. Owner Lucy Whitehead is an independent broker based in Basehor who has been helping people since 1995 and serves clients in Shawnee. There's no charge for her services and no management fees.

Shawnee keeps getting bigger. The Census Bureau estimates 69,848 residents as of July 1, 2025, up from 67,311 in the April 2020 census (U.S. Census Bureau QuickFacts), and the city describes itself as the third fastest growing city in the State of Kansas (City of Shawnee). Growth like that brings new households, new jobs and job changes, and every job change can leave a retirement account behind. Lucy helps Shawnee clients take stock of what they have and talk through what to do with it.

Shawnee is very much a homeowner town: 73.7% of housing units are owner-occupied, and the median value of an owner-occupied home is $359,700 (U.S. Census Bureau QuickFacts). For many families, the house is one big piece of the retirement picture and savings accounts are the other. A conversation with Lucy looks at the income side of that picture: how savings, Social Security and options like fixed index annuities could fit together to cover monthly bills once work stops.

About 15.2% of Shawnee residents are 65 or older, and the median household income is $109,940 (U.S. Census Bureau QuickFacts). That mix means a lot of people here are either close to retirement or helping parents through it. Lucy works as an independent broker, so she can compare options from more than one company, and she doesn't charge for her time. She'll explain things in plain English and let you decide.

Areas we serve in Shawnee: Downtown Shawnee, Shawnee Town 1929, Shawnee Mission Park.