CHANGES. YOUR
INCOME SHOULDN'T.
Mason Noskowiak
Mason Noskowiak grew up in Springfield, Missouri, and earned his degree in finance and economics from the University of Missouri. He continued strengthening his knowledge by becoming a Chartered Retirement Planning Counselor (CRPC®) and Accredited Wealth Management Advisor (AWMA®). After college, he made his way to Kansas City, where he helps individuals and families plan for a confident and more secure retirement. Using his specialized knowledge, Mason provides keen insight to help change retirement uncertainty into greater certainty.
When he’s not working, he’s usually spending time with his family and being a proud dog dad. He likes staying active by working out and playing sports like golf, sand volleyball, and basketball. Sundays are typically reserved for watching football and cheering on the Green Bay Packers. He also loves traveling, trying new things, and getting out to explore whenever he can.
WHAT MAKES US DIFFERENT?
We’re different because we don’t just talk the talk, we walk the walk when it comes to providing strategies specifically designed for retirees and near-retirees seeking safety, flexibility, and reliable income they can’t outlive. And when we say strategies, that’s exactly what we mean.
While other firms continue to push outdated withdrawal plans that can put you at risk of depleting your principal when the markets go south, we help you build a mathematically sound strategy designed to meet your income needs without the need for annual withdrawals. This helps eliminate the risk of spend down, helps ensure your income is reliable regardless of market conditions, and allows you to continue growing your money more safely through strategic reinvestment.
HOW WE SERVE YOU.
RETIREMENT PLANNING
We’ll help you build a plan that lowers risk, creates steady income, and gives you the confidence to enjoy retirement without worry.
WEALTH MANAGEMENT
Our conservative, time-tested approach helps protect what you’ve worked hard for while still growing your wealth for the future.
INCOME-INVESTING
We focus on a more safer, income-generating investment that gives you reliable cash flow in retirement.
ESTATE AND LEGACY PLANNING
We’ll guide you in helping protect your assets and creating a plan to smoothly pass them on, so your loved ones benefit from your legacy.
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Click to download our white papers to learn how to help protect your savings,
generate steady income for retirement, and plan with confidence for the years ahead.
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