A Helping Hand to Guide You to Retirement

Patience • Attention • Support

We Are Patient Attentive and Supportive

It is important to feel confident and comfortable about your retirement planning efforts. The PAS tools that are available to you will assist you in achieving your goals for retirement and reduce your worries by providing you with access to information about your accounts, information on Freestate Advisors (the firm PAS uses as its Registered Investment Advisor), useful tools and links, and practical planning information.  Take time to explore all the tools we offer and see how each supports your retirement planning.

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PAS Advisors can help you save for retirement

Our mission is to provide our clients with the confidence that their financial decisions are moving them toward the future they dream of.

What We Do

What seems lacking with the traditional approach is the connection between those numbers and the things that really matter to you. Our goal is to help you identify the values that are important to you, so that together we can come up with priorities for your financial future.

Services

PAS advisors is a nontraditional advising firm that offers services that are more holistic and comprehensive than most financial advisors. The services available range from financial advisement to life coaching related to retirement goals and dreams. Our PAS Confidence Model was conceived just for our unique services.

Tools & Information

Check out our tools and information to give you knowledge, and events to help you understand your finances for retirement. Read articles and blogs about current financial trends, and gain access to current client information if you are a PAS Client.

Providing Patience, Attention and Support

Traditional financial planning has long been focused on numbers, charts, and graphs. Obviously, the numbers matter, but what seems lacking with the traditional approach is the connection between those numbers and the things that really matter to you. Our goal is to help you identify the values that are important to you, so that together we can come up with priorities for your financial future. We want to tie the who you are and what you dream of to the numbers. We do this in such a way that you can feel confident that you see how everything fits together to make sure that your hopes and dreams become reality.

 

If you are within a few years of retirement, you are probably asking a lot of questions: How and when should I take Social Security? What about health insurance? How does Medicare work? How should I take distributions from my retirement accounts? How should I invest them? What about my will? Do I need other legal documents? How do I enroll in Medicare? What is a Medicare Supplement? Are my assets that I have worked so hard to accumulate over the years going to last for my lifetime and will I be able to provide a legacy for those people and causes that I care about? The answers to these questions can differ based on your personal values and needs. We at PAS Advisors see you and your family as unique and special in your financial needs.

 

Our process is about engaging with you to answer these questions and the questions you haven’t thought of yet. We will give you confidence in knowing you’ve done all you can to insure that your dreams become reality. We will be Patient in making sure that we understand what is important to you. We will devote the Attention necessary to design the right plan for you. We will provide all the Support that you need in executing your plan. We are with you every step of the way.

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Life Planning

Retirement planning is no longer about planning the end of your life. It can be a new beginning where you look forward to recreating yourself, and finding a life path that suits you and fulfills long held dreams that you once thought out of reach.

The PAS Secret

The secret to a positive retirement is having the assistance, education, insight, tools and resources to renew and re-create yourself. We use our skills and talent to help people who want to make sure that retirement is successful with Patient Attention and Support!

The Lifestyle Trap

BEWARE THE LIFESTYLE TRAP

Most of us over 50, see our older adulthood as opportunity and hope looming on a distant horizon. Our culture in the United States tells us that staying young and passionately alive, now and into retirement; is not only possible but probable.

Retirement Planning

WHY IS RETIREMENT PLANNING NECESSARY?

There is a change coming to our country and to our economy! Seventy-six million Baby Boomers will retire in the next ten to fifteen years! Ten thousand baby boomers hit retirement age every day in the USA! Of these retirees, 54% plan on continuing to work or starting a new business.

Retirement Coaching

HOW CAN A RETIREMENT COACH HELP ME?

Retirement coaching is a relatively new industry with a lot of misconceptions about it. Unfortunately there is a lot of stigma wrapped around coaching services and many think coaching is like therapy or consultation. But retirement coaching is not the fluffy simple conversations with a kindly face.

Ken Burke, CFP®
Principal

Carla Edwards, MBA, Ph.D

Financial & Life Coach

 

4901 W. 136th Street

Leawood, KS 66224

For appointment call:
(913) 827-4107

 

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Copyright © PAS Advisors, llc. All rights reserved.

Investment advisory services offered through Freestate Advisors, llc, an SEC Registered Investment Adviser.

 

PAS Advisors’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of PAS Advisors’ web site on the Internet should not be construed by any consumer and/or prospective client as PAS Advisors’ solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. A copy of Freestate Advisors’ current written disclosure statement discussing Freestate Advisors’ business operations, service, and fees is available from PAS Advisors upon written request. PAS Advisors does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to PAS Advisors’ web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. PAS Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving PAS Advisors’.

 

 

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