01 Retirement Planning
Turn what you've saved into income you can count on, with options built to protect your principal.
Learn more →
Independent · Kansas · Since 1995
Grow it. Protect it. Enjoy it.
Lucy Whitehead helps Kansans plan for retirement, roll over old 401(k)s and find health insurance when they work for themselves, with no charge for her services and no management fees.
Since 1995Helping people get more from their nest eggs
$0No charge for Lucy's services and no management fees
200+Health insurance companies available for the self-employed
IndependentA broker who fits the plan to you, not one company
What we cover 01 
02 
03
Straightforward help with the money decisions that matter most
01 02 401(k) Rollovers
Changing jobs or retiring? Move your old 401(k) the right way, without surprise taxes or withholding.
Learn more → 03 Health Insurance for the Self-Employed
Compare health plans from more than 200 companies, built around a self-employed income.
Learn more → For business owners
Get My Free Valuation Find out what your business may be worth
Get a free, no-obligation business valuation, even if you aren't thinking about selling.
Why Whitehead Financial
A broker in your corner, not a sales pitch
We work for you, not one company
As a broker, Lucy can compare options from many companies and fit you to the one that best matches your needs, instead of selling a single product.
No charge, no management fees
There is no charge for Lucy's services and no ongoing management fees. You get straight answers without a bill for the conversation.
Grow it, protect it, distribute it
Every plan follows the same simple idea: grow what you've saved, protect it from the things that can derail it, and turn it into income you can count on.
Where we serve
Helping families and business owners across Kansas
Lucy is based in Basehor and travels to customers, and she works with Kansans statewide by phone and video.
Based in Basehor
Close to home, wherever you are in Kansas
Whitehead Financial is based in Basehor, Kansas, in Leavenworth County. Lucy meets clients at their kitchen table, by phone or on video, whichever is easiest for you.
Call: (951) 970-4114
Email: luluwhitehead@gmail.com
How it works
Three simple steps
Step 1
Call or send a quick note
Tell Lucy what you're working on: retiring, changing jobs, or finding health coverage.
Step 2
Talk it through
Meet by phone, video or at your kitchen table. Lucy travels to you.
Step 3
Get a plan that fits
Lucy compares options and walks you through each one in plain English. No pressure, no fees.
Straight answers
What does Whitehead Financial charge?
There is no charge for Lucy's services and no management fees. Call (951) 970-4114 and she'll explain how it works before you decide anything.
Do I have to come to an office?
No. Lucy is based in Basehor and travels to customers, and she also works with Kansans by phone and video.
Which parts of Kansas do you serve?
Lucy serves clients across Kansas, including the Kansas City area, Leavenworth County, Lawrence, Topeka, Manhattan, Salina and Wichita.
Can you help if I'm self-employed?
Yes. Lucy helps self-employed Kansans compare health insurance from more than 200 companies, and helps with retirement savings for business owners too.