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Enjoy Every Chapter Of Life With Financial Confidence

Peoples Financial serves clients across Kansas and the midwest with empowering education, genuine relationships, and faithful stewardship. We help clients protect their retirement, safeguard their legacy, and live their fullest lives.

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Dedicated To You, Committed To Our Communities

Dedicated To You, Committed To Our Communities

Based in Kansas and serving clients across the midwest, Peoples Financial Management & Planning delivers comprehensive financial planning. Located at Peoples Bank and Trust Company, our team delivers the care and commitment that comes from helping neighbors protect family, wealth, and legacy through every stage of life and business.

An Approach Defined By Education, Relationships, & Responsibility

An Approach Defined By Education, Relationships, & Responsibility

We explain before we recommend, so you understand the “why” behind your options and the tradeoffs that come with each choice. We build plans by connecting goals, timelines, and real-life circumstances into one coordinated strategy, giving you context for decisions, clear sequencing for next steps, and an ongoing relationship that keeps the plan aligned over time.

Comprehensive Wealth Solutions For Life And Business

We offer integrated services designed to connect goals, timing, and responsibilities under one plan. The result is a more organized experience, whether you are planning for family needs, retirement, or business transitions.

Personal Services

Personal planning connects the decisions that shape your life, from retirement priorities to long-term legacy goals. We coordinate key areas, so choices reinforce each other and stay aligned over time.

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Business Services

Business owners face decisions that affect the company and the family behind it. We help coordinate planning around growth, benefits, succession, and transition considerations so decisions stay aligned.

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Live Fully, Knowing Your Financial Life Is On Track

Major decisions feel lighter when your finances work together instead of competing for attention. Start a conversation with a team that helps you organize priorities, understand tradeoffs, and keep your plan aligned as life changes.

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Who We Serve

Individuals & Families

Individuals & Families

We help coordinate household goals, long-term plans, and major life decisions so finances support daily life and future direction.

Pre-Retirees

Pre-Retirees

We help you organize priorities and plan for the transition from earning years to retirement living with structure and intention.

Retirees

Retirees

We help coordinate decisions so resources support lifestyle goals while keeping future needs and legacy priorities in view.

Business
Owners

Business
Owners

We help owners coordinate planning across growth, benefits, succession, and transition considerations so the business and the life connected to it stay aligned.

Find Your Fit


Executive Director | Financial Advisor
Logan JP Schrag, MBA

"At Peoples Financial, relationships are not simply a priority. They are the very foundation of who we are. We believe that financial advising is a calling grounded in trust, care, and responsibility. We are committed to being faithful stewards of the relationships entrusted to us, guiding our clients to become thoughtful stewards of their own financial lives. Through genuine attention, integrity, and a deep sense of purpose, we strive to elevate the standard of our industry; leading by example in how we serve, support, and care for those we advise."

-Logan JP Schrag, MBA

Insights & Tools For Informed Decision-Making

Better decisions start with understanding, which is why education stays central to how we serve. Our resources are designed to improve financial literacy, clarify common questions, and help you engage with your plan in meaningful ways.

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.
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How Compound Interest Works

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.
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Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.
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Contact Our Team

We’re available to answer questions, provide clarity, and help you understand your options. Reach out today and a member of our team will be in touch.

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