Our Services

Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones. We can provide you and your family with guidance over your lifetime, or work with you to provide specific concerns as needed. We can play a central role in helping you meet your life goals and achieve financial well-being.

We specialize in the following areas:

  • Retirement Planning
  • IRA Rollovers/Lump Sum Distributions
  • Maximizing Retirement Income
  • Investment Planning*
  • Insurance Planning
  • Tax Reduction Strategies
  • Maximizing Wealth Transfer to Loved Ones
  • Estate Planning
  • Charitable Planning

 If you have questions or are interested in utilizing our services, e-mail us at smankameyer@sfsrep.com or call us at (913) 851-2900.