The R.E.P.O.R.T. Process
The Process
to a clear roadmap designed to uncover gaps, reduce risks, and align your retirement plan with your goals.
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etirement
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lanning
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The R.E.P.O.R.T. Process
Retirement • Evaluation • Planning • Opportunities • Risks • Taxes
A clear roadmap designed to uncover gaps, reduce risks, and align your retirement plan with your goals.
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A clear roadmap designed to uncover gaps, reduce risks, and align your retirement plan with your goals.
1
Introduction
2
Review Appointment
3
Insight Appointment
4
Strategy Meeting
5
Execution
Meet The Team
Financial Advisors – Wichita
Investment Advisor Representative
Matt decided to follow in his father, Danny’s, footsteps. Specializing in business development and logistics for Market Advisory Group, he is a founding partner for the company and performs in an advisory role for the offices in Wichita and the Kansas City metro area, and host of Retire Hour. Matt enjoys helping reduce risk and managing personal finances to solidify retirement goals. “It’s rewarding to help so many with concerns and goals.”
Investment Advisor Representative
Larry is a firm believer that your retirement can not be a “set it and forget it” program. He enjoys building a relationship with each person to help create a plan that is tailored to the client’s needs. Monitoring a plan and making adjustments where needed are often an overlooked area to assure long-term financial peace in retirement. Many start saving early on, but then don’t know the step to guard, or greatly enhance, retirement income. This important step can even be achieved after retirement.
Investment Advisor Representative
Danny’s 35+ years of experience and perspective have kept him sharp on market ebbs and flows. Hones advice, straight talk, and a trustworthy helping-hand are a driving force on how Danny handles professional advice. Helping others succeed with retirement, pre-retirement, and insurance planning brings him personal satisfaction. “I love to see a good plan come to fruition.”
Investment Advisor Representative
After beginning his career in advertising on the East Coast, Doug dove into his passion for understanding how the markets work—a pursuit that began as a teenager. He believes every path to financial security is unique and tailors strategies to fit each client’s needs. Previously with New York Life, Doug values the client-first philosophy that Market Advisory Group embodies and is a licensed Life & Health Insurance Agent in Kansas.
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Financial Advisors – Kansas City
Investment Advisor Representative
Jonathon is the lead advisor for the Kansas City metro area and oversees the growing locations of that market. Transparency is the cornerstone of his advising style. “Many people have had long relationships with an advisor, yet they have no knowledge of cost of services and maintenance. Frequently, investments offered are not in the client’s best interest. Doing what is best for the client is always what is best for the business.”
Investment Advisor Representative
Julie has a background in financial services and education, so she understands how vital transparency and integrity are in forming lasting client relationships. “People work hard to set money aside for their retirement. They deserve to work with an advisor who has the client’s best interest at heart – no matter what their net worth looks like.”
Life Insurance & Long-Term Care Advisor
With clients all around the country, spanning from coast to coast, Kimberly is a Kansas-raised insurance professional with nearly two decades of industry experience. Kimberly’s focus on education and client advocacy provides a unique need for our clients and their families. Known for a compassionate, client-first approach, Kimberly provides individualized solutions for our clients’ healthcare, Medicare, and Long-Term Care planning to help them obtain their retirement goals nationwide.