I'll save you the typical financial jargon. This isn't about me.it's about you. You need an expert who understands the money challenges you face planning for retirement like Social Security, Medicare, and what to do with your 401(k). You need a financial advisor that's easy to understand and gives unbiased advice to solve your problems, not pitch products.
A partner that brings order to your financial life and takes away your anxiety. Oh, and it'd be great if they were fun to work with, too. I think I'm that financial advisor.
A partner that brings order to your financial life and takes away your anxiety. Oh, and it'd be great if they were fun to work with, too. I think I'm that financial advisor.
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Outside the office, you can find me trying to keep up with my kid's activities or planning my next road trip because traveling is imperative to my existence. I have called Topeka, Kansas home since birth. My tuition dollars went to Washburn and K-State; but I'm a die-hard KU fan. I'm constantly striving to be a better person than I was yesterday however my bad habits include a love for Mexican food and Pepsi.
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I'm not your stereotypical suit and tie advisor that uses financial jargon to try and impress you. I'm a fun, plain-english speaking, blue jeans and crazy sock wearing guy that happens to be a financial nerd. Preparing for and managing your life in retirement is hard. When you reach that stage in life, sometimes it feels like you've been handed a 5,000-piece jigsaw puzzle.
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With a third of my clients as widows, I understand the unique financial needs that can make your difficult transition more manageable. While my clients would hardly consider themselves to be "rich", thanks to a lifetime of diligent saving and frugal living they have accumulated a nest egg of at least $250,000.
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