Wichita-Based Planning for Educators, First Responders, and Retirees
Strong retirement outcomes usually start with better decisions, not better guesses.
At Phoenix Financial Group, we start with information. We explain the rules around retirement income, Social Security, Medicare, tax efficiency, and college funding before you make major decisions. Then we help you build a strategy designed around your life, your timeline, and your goals.
Straightforward, practical guidance for people who want fewer surprises and steadier progress.
What you don't know can cost you
Many financial setbacks come from gaps in information, not lack of effort. Decisions around 403(b) plans, KPERS, Social Security timing, IRMAA, and college funding can create unintended consequences if the full picture is not clear.
We help you see the connections early.
WHO WE HELP
Built to serve people who serve others
Three client communities at the center of everything we do.
01
Educators
From first-time 403(b) enrollment to retirement income planning.
02
Pre-retirees & Retirees
Coordinated approach for income, tax effeciency, healthcare costs, and legacy goals.
03
First Responders
Growing support through financial literacy programs for service professionals.
WHO WE HELP
Built to serve people who serve others
Three client communities at the center of everything we do.
01
Educators
You’ll leave meetings with a simple summary of what we decided and what happens next.
02
Pre-retirees & Retirees
Coordinated planning for
income, taxes, healthcare
costs, and legacy goals.
03
First Responders
Growing support through
financial literacy programs
for service professionals.
HOW WE WORK
Our S.E.E. framework helps keep strategizing practical and organized.
S
Survey
We map your current benefits, accounts, risks, and goals.
E
enlighten
We explain trade-offs and rules before you implement anything.
E
Execute
We put coordinated strategies in place and review as life changes.
Your strategies should work
together,
not in silos.
Your financial decisions are connected. We help you make them in the right order, with the right context, so your strategy stays aligned over time.
- Educator 403(b) and benefits strategy
- Retirement income planning
- Social Security and Medicare coordination
- Tax-aware retirement strategies
- College savings and education funding
- Legacy and protection options
- Mortgage and personal insurance support for qualifying clients
Meet
Shawn Kuntz
Shawn built Phoenix Financial Group around straightforward retirement information and practical guidance. He has spent more than two decades helping Wichita-area families make informed decisions through every stage of life and retirement.
Certified Financial Fiduciary Designation · NMLS #2222466
- Longstanding work with educators in and around Wichita
- Former local radio host on retirement and financial topics
- Meetings available at your workplace, in-office, or virtually
College funding
can be used to help reduce
costly surprises.
Families are often told there is only one way to save for college. In reality, different strategies can affect aid eligibility, taxes, and long-term flexibility. We help you understand your options and choose an approach that fits your household.
Not one-size-fits-all
We help families compare funding approaches and avoid unintended impacts on future cash flow.
Personal Approach
We take time to understand your priorities and goals, offering support that feels grounded, relevant, and genuinely helpful.
Clear Guidance
We explain the law in plain language so you always understand your options without jargon, confusion, or overwhelm.
Steady Support
Whatever the issue, we help you make confident decisions backed by clarity and consistency.
Process
Let’s turn your ‘someday’ retirement goals into a calendar.
After decades of experience in personal finance, we find very few clients are looking for “more information.” You want the right information. You want a plan that keeps things coordinated, easy to understand, and thoughtfully evolving with you over time.
• PART 1
Clear explanations that stick
You’ll leave meetings with a simple summary of what we decided and what happens next.
• PART 2
Planning that respects real life.
Your plan is built around your goals, your timeline, and your family—not a generic model.
• PART 3
Legacy-forward by design
We help you organize the details now so your family has clarity later.
Thank you for contacting us.
We’ll get back to you as soon as possible.
We got it.
Thank you for contacting us.
We’ll get back to you as soon as possible.
We got it.
Let's close the gaps
before they become
costs.
Our team
Meet the minds behind Lenn & Co.
Anna Kovalenko
Partner • Corporate & Commercial Law
Sofia Novak
Partner • Litigation & Dispute Resolution
Michael Hart
Associate • Family & Employment Law
Daniel Price
Associate • Real Estate & Property Law
Lila Shevchenko
Paralegal • Client Support & Case Manager
Resources
Bite-sized updates
October 12, 2025 • 6 min read
How to Prepare Your Business for a Contract Review
A practical guide to understanding what lawyers look for during a contract review — from hidden risks and unclear terms to compliance gaps. Learn how to streamline the process and protect your business before signing.
November 3, 2025 • 7 min read
When Negotiation Fails: What to Expect From the Litigation Process
Litigation can feel intimidating, but it doesn't have to be unpredictable. This article breaks down the stages of a dispute going to court, your responsibilities, timelines, and how to stay prepared at each step.
December 1, 2025 • 4 min read
How to Choose the Right Lawyer for Your Situation
From credentials to communication style, choosing a lawyer is more than comparing services. Here’s how to evaluate expertise, understand fee structures, and find a professional who aligns with your needs.
December 3, 2025 • 6 min read
5 Legal Mistakes First-Time Property Buyers Often Overlook
Buying property is exciting—but it’s also filled with legal details that can lead to costly issues if ignored. This article covers the most common pitfalls, from unclear title conditions to hidden liabilities, and how to avoid them with proper legal guidance.
