Jake Falcon and Cory Bittner, our founders, are Chartered Retirement Planning Counselors which means they have taken the time to further their education specifically to help the unique needs of the Pre and Post Retiree. Some of the major areas where we help clients include income planning, concentrated stock management, social security utilization, health care, tax planning, asset allocation, debt management, etc. Our team has helped hundreds of individuals plan for and retire successfully. We typically work with individuals who work or
have worked for a publicly traded company in the Kansas City area. From blue collar to boardroom we do not discriminate.
Learn more about why we work with Pre and Post Retirees.