If there is one thing that you could get almost everyone to agree on, it is that the American income tax system is complicated and easy to misunderstand. That fact is never more evident than when it comes to planning for income in retirement. Take a look at how PAS Advisors can help you have more money when you retire!
Our mission is to provide our clients with the confidence that their financial decisions are moving them toward the future they dream of. We act as the guardian of our clients’ personal wealth, helping them to protect their future and legacy. We provide a unique and highly personalized service to a select group of clients, making the complex simple while supporting our client’s ability to engage with us in planning for all aspects of their financial future. We are a client-centered dependable business.
We will be recognized as a unique firm by providing the highest levels of customer service, innovative solutions and unsurpassed client confidence and engagement in financial planning to a select group of elite clients. The PAS Confidence Building Process is always central to our business, and we focus on improving our process to meet the changing demands of our clients and the world around us. We are also noted for our attention and specialized training for employees who are passionate about their jobs.
Our ideal client - who is that and what does it look like? Our right fit clients are affluent couples and individuals who are interested in building personal confidence in their own financial well-being. We serve right fit clients who want their wealth to make an impact on people and issues that they care about.
Ken Burke CFP® is Principal of PAS advisors LLC. He formed this company in 2017. He is also vice President & Wealth Manager for Freestate Advisors, based in the Overland Park Commerce Plaza office. He began his career as a mortgage loan officer with First Federal Savings in Kansas City and was subsequently promoted to Director of Secondary Market Operations. In 1985 Ken joined a real estate investment firm as Director of Finance. After realizing that working with individuals to achieve their financial goals was more gratifying, Ken joined Prudential Preferred Financial Services in 1994. He earned the Certified Financial Planner® designation in 1997. He was recruited by The Resource Group in 1999 to establish TRG Advisors which provided comprehensive financial planning and wealth management services to the managers and owners of the firm’s client companies. He joined Freestate Advisors in 2014 to bring the investment management capability of the firm to his clients. Ken is a graduate of the University of Missouri – Kansas City with a degree in Finance and holds Series 65 Investment Advisor securities registration.
1. “We Care” about each other, our families, our clients, our employees and our community every day.
2. We are committed to personal mastery and improvement in order to enhance our ability to care for our family, our clients, our employees and our community.
3. We are engaged with and connected to our family, our clients, our employees and our community.
4. We are patient, attentive, and supportive as we build confidence in those we are engaged with.
5. We communicate honestly and openly with all parties we engage with to build transparency and trust.
6. We will always be teachable and open to change in our business to meet the changing demands of clients, employees and our community.
7. We do what we say we will do and we follow through.
8. We are devoted to making our business fun.
Carla Edwards, MBA Ph.D is the financial and life coach at PAS advisors. She is a Missouri Licensed Psychologist and Life Coach who has been in practice for 20 years. She is a nationally recognized researcher with many publications to her credit. She has worked with countless organizations, businesses, and individuals helping them attain goals and live mindfully and heartfully. Carla is an award winning presenter and teacher and has inspired thousands of college students winning the Missouri Teachers Award and trained dozens of therapists and counselors to do the same. Her specialty areas are working with goal and values clarification with individuals of all ages with a focus on growing into mature adulthood with grace. Carla earned her MBA at Northwest Missouri State University specializing in Quality Management and her PhD in Counseling Psychology at the University of Missouri-Kansas City.
Ken Burke, CFP®
Carla Edwards, MBA, Ph.D
Financial & Life Coach
4901 W. 136th Street
Leawood, KS 66224
For appointment call:
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Investment advisory services offered through Freestate Advisors, llc, an SEC Registered Investment Adviser.
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