Our Retirement Tier System, Passing Down 401Ks, And Power Of Attorney

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.”

Joshua has worked to help take the headache out of taxes since 2007. He makes it a priority to stay current with ongoing changes in legislation, IRS and Department of Revenue changes. His experience as a Certified Public Accountant helps the clients of Market Tax Services navigate challenging tax issues. “People work hard for their money. They need an experienced tax professional to make sure they keep as much of it as possible.”

Bill has been specializing in Medicare—health insurance for people 65 and older—for more than 35 years. Medicare does not include Long Term Care, a service many going into retirement need. His specialized insurance planning helps navigate health care while approaching and during retirement. Certified and licensed to handle all lines of Medicare, Bill knows how to simplify choices to ease decisions regarding your future as your health is changing.

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. Matt enjoys helping reduce risk and manage personal finances to solidify retirement goals. “It’s rewarding to help so many with concerns and goals.”

Danny’s 35+ years of experience and perspective have kept him sharp on market ebbs and flows. Honest advise, 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.”

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 steps to guard, or greatly enhance, retirement income. This important step can even be achieved after retirement.”

Gerald has practiced law in Wichita, Kansas since his graduation from the Georgetown University Law Center in 2004 when he completed his first degree. Serving Wichita and Kansas as a whole, his law practice focuses on estate planning, probate and business planning. “Each person and family is unique. An estate plan should be tailored to each client’s needs, goals, and circumstances.” Gerald is part of Eidelman Law Firm located inside Market Advisory Group.