Our Qualifications

Mark S. Falter is dedicated to developing lasting relationships with all his clients. He believes in helping each person become confident in assessing his or her financial goals and participating in the financial management process. One of the benefits of working with Mark is his ability to provide clear, easily understood explanations of financial products and services. The personal program that Mark can provide is a roadmap to working toward a more secure financial future.

As a member of the "National Ethics Bureau", you can put your trust in Mark. He has worked in the Kansas City & Topeka vicinity since 1984. With clients in both Kansas City and Topeka, we can give the personal one-on-one service that all of our clients have enjoyed for years.

We also have conveniently located educational workshops that present financial basics and help you understand some sophisticated financial concepts. You'll gain a working knowledge of the six areas every financial management program must consider - cash management, risk management, investment planning, long-term care planning, retirement planning, and estate conservation. These workshops are free, and no financial products will be offered for sale during the presentations.

I will cover important financial concerns many people have, such as outliving their retirement savings; long-term care needs, saving on taxes, and risk management. And I have special information for women who are widowed: tax implications, estate planning.

Licensed to do business in Missouri, Kansas, Nebraska, New Mexico, Florida, Illinois, and Kentucky.