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.
Ken Burke CFP® Financial Advisor and Carla Edwards MBA, PhD are both published authors in the area of retirement and financial planning. Be sure to check out their recent publication “Retiring Abundantly” as well as the articles inside. The information you will find is easy to understand, useful and practical. The materials will support you in your retirement planning efforts.
At PAS Advisors, it is very important to us that our clients engage actively with their advisor in the development of their plan for retirement. The links are listed below with short descriptions of the useful information you can find by clicking on each link. Be sure to contact us with questions about the information you find. You can also schedule an appointment with your financial advisor or retirement coach to discuss information that is relevant to you! We care about your dreams and your future!
The client portal is a link to a secure, private website that provides the clients of PAS Advisors LLC with a place to view personal financial information and use financial management tools. Clients can receive up-to-the-minute information on their account balances, allocation, and holdings.
Kenneth and Carla are dedicated to helping their community become confident about financial matters. They are both recognized authors and speakers.
Ken is a financial educator, and retirement income specialist. Carla is an award winning educator and psychologist who specializes in retirement transition. Ken has been interviewed by the Kansas City Star and Carla has published numerous professional journal articles. Together with the renowned Scott Keffer, they offer a new book entitled “Retire Abundantly”. You can reserve your autographed copy at an upcoming seminar.
Together they are the co-owners and partners in PAS Financial Advisors LLC, a different kind of company that focuses on Patient, Attentive, Support (PAS) to foster and build financial confidence in the elite clients they work with.
Interesting, important, and current information related to retirement can be found in the PAS Blogs. Kenneth Burke provides financial information that is meaningful for those seeking to retire abundantly. Carla Edwards writes about the social and emotional aspects of retirement. Make sure and check this blog starting in Summer of 2017 to get the latest and best ideas about retirement.
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.
Our process is about engaging with you to answer these questions and the questions you haven’t thought of yet. 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.
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.
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.
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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