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.
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.
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.
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.
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.
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 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!
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.
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.
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®
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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