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Michael Berlau
Investment Adviser Representative
OFFICE: 913 638-9260

MOBILE: 913 638-9260

TOLL-FREE: 1 866 306-1881


SERVICE AREA:
Kansas, Texas
OFFICE LOCATION
11237 Nall Ave., Suite 100
Leawood, Kansas 66211


HOURS
Schedule a phone call or a Zoom visit at:

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CONNECT WITH ME:
Welcome

Welcome and let me show you how we can work together

Phase 1

  • Educate College and Retirement Plan Funding Methods
  • Formulate Custom Asset Allocation Strategy
  • Determine Appropriate contribution Levels for College and Retirement Savings
  • Utilize Methods to Mitigate Taxes
  • Review Wills, Trust and Other Legal Documents

Phase 2

  • Make Sure Goals are Realistic
  • Reposition Assets and Benefits asĀ  Needed
  • Analyze Available Retirement Income Funing Methods
  • Identify Alternatives to Continue the Growth of Assets While Protecting Income and Mitigating Taxes
  • Confirm with Team of Specialty Advisors on Estate Planning, Medicare, Social Security

 

Areas of Focus

For College Planning and Retirement Planning my service area includes:

Kansas, Texas, Missouri, Colorado, Florida, California, Washington, Arizona, Virginia, Michigan, Georgia, Ohio, Utah

Education

Bachelor of Science, Banking and Finance, University of Missouri

Master of Arts, Economics, University of Missouri

 

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