7300 W. 110th St.
7th Floor
Overland Park, KS 66210

Stock Report

Philosophy

SAFE ALTERNATIVES to The Roller Coaster

Are you tired of the ups and downs of the market? We actually find that many people begin to change their investment goals around age 50. Yes, we are constantly amazed at how many continue to make investment decisions like they were in their 30s and 40s. When retirement is fixed in the cross-hairs as the primary target it may be time to move a portion of your investments to safer havens. 

When you are close to shutting down the income from your job or business, you must consider the overall balance of your investments. If not adequately informed, most people either simply move monies into CDs at a local bank or into long-term bonds with their broker.

To secure your future, you don't have to accept pitiful returns! There are some very unique alternatives available to you. You may continue to grow your nest egg at attractive rates of return without the risks of the stock market or changing prices of bond portfolios. You don't need to settle for low rates as your only safe option.       

Our firm specializes in working with pre-retirees and retirees. With all of the unknowns during retirement, it is important to map out your future to live a life of freedom, minimize taxes and hold on to more of your Social Security check. Let us show you how to arrange your retirement savings to fight inflation while protecting your principal and gains from the volatility of the stock market.

"We've retired dozens of times through the lives of our clients. We know where the pitfalls are and can help you avoid them." 
- Rodger Sprouse