Our Services

We specialize in the following services:

 

  • 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.