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“The future is sure to hold many surprises and challenges.

Your retirement should not be one of them.”

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance from our experienced Blue Springs Enrolled Agents and a comprehensive plan that helps mitigate risk, seek improved performance, and pursue growth and longevity of your wealth.

We help you...

  • Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.

  • Pay for your child's college education by accurately estimating the amount of money you'll need, analyzing your assets, reviewing estimated shortfalls and considering general alternatives and strategies to help address these potential shortfalls, and developing an optimal savings plan given your financial situation and risk tolerance.

  • Protect your family in case of you become disabled by ensuring you have enough money in your emergency fund and analyzing your life, disability, health, home, and auto insurance coverage. We also review your will and various powers of attorney designed to take care of your affairs in the event you are incapacitated and can't manage them yourself.

  • Pursue your investment goals by identifying the steps needed to maximize your investment returns as well as the steps needed to help minimize your risk while building increased predictability of your investment returns.

  • Leave a legacy for your heirs by maximizing the value of your estate by saving tax dollars, professional fees, and court costs. As well as minimizing the costs of probate, creditors, lawyers, and estate taxes, which can negatively impact the value of your estate. We also help you stay in control of your affairs by providing a road map for passing your estate on to your heirs.

Financial Services*

Mike can provide you with valuable information to help you make important financial decisions, such as planning for retirement, buying a home, financing a college education, or investing for your family's future. Mike may assist you with 401k rollovers, Traditional and Roth IRAs, Brokerage Accounts, Variable Annuities, Educational IRAs, Mutual Funds and Term Insurance.

A plan's true value comes with its implementation. Let us help you attain financial freedom by contacting us today.

Investments are subject to market risks including the potential loss of principal invested. *Investment planning services are offered by Mike Mead through his affiliation with Avantax Wealth Management


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Do You Know These 4 Critical Social Security Facts?

In this ebook, we outline four important Social Security facts that every retiree should know and help you understand your benefits. Download yours today.

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