Eagle Financial Group

Steve F. Mankameyer, CFP

Steve is a graduate of the College for Financial Planning in Denver, Colorado. He is a Certified Financial Planner practitioner and an active member of the Financial Planning Association. He is also registered as an Investment Advisor Representative through Sunset Financial Services, Inc*.

With over 35 years of experience, Steve has been honored for his contribution to the business of Financial Planning and has received many industry awards. Steve has co-authored a book on Retirement and Estate Planning, and has written articles on Financial Planning that have been published in The Kansas City Star.

His expertise in retirement and estate planning, coupled with his knowledge of investments* and taxes, makes Steve an invaluable resource to his clients. He has a special sensitivity for his clients' needs, goals, and dreams.

Steve works hard at servicing his clients and helping them utilize tax reduction strategies, manage risk, maximize their financial assets, and provide wealth creation, preservation, and wealth transfer to loved ones.

Steve, his wife Louise, and their three children reside in Overland Park, Kansas, where he is active in his church and in the community.

 

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Tracking the Rise of Target-Date Funds

Investments in target-date funds have grown during the last decade. They are often the default choice in employer-sponsored retirement plans and viewed favorably by some investors for their helpful approach to asset allocation. This article explains the advantages and disadvantages of these funds and cautions potential investors about several common misconceptions.

Where There's a Will, There's a Way

Only 35% of Americans have a will, yet it's a relatively simple legal document that every adult should have, regardless of wealth or age. Dying without a will can lead to unwanted outcomes and potential problems for heirs. This article discusses the importance of a will and other estate conservation documents.

Lessons from a Perilous Year

In retrospect, 2011 was a formidable year for catastrophes. Small businesses can be hit hard when extreme weather or a natural disaster causes damage or forces a temporary closure. This article considers the importance of adequate insurance protection and ways to help reduce uninsured losses.

Tax-Efficient Investments for the Tax-Averse

Raising taxes is one of many ideas that have been proposed to help reduce mounting federal budget deficits. Readers who are concerned about the prospect of higher taxes in the future may want to consider the tax advantages associated with municipal bonds and tax-exempt mutual funds.

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