I started teaching retirement education classes in 1998 at Mizzou.
Since then I have helped hundreds of clients plan their retirement, arrange for the their long term care needs, and leave a legacy behind for their heirs.
My underlying philosophy when it comes to retirement financial planning is losses hurt you more than gains help you™. It’s not enough to simply leave your money in the stock market and hope that the next 50% draw-down doesn’t hit right when you are planning to retire.
The lessons I have learned about retirement planning during my three decades of experience are available to you for FREE by attending one of our retirement classes. Please feel free to browse our website, and I encourage you to sign up for the next class that is convenient for you.
Scott Brooks has been an investment adviser representative since 1987, and has directly managed over $100 million in client assets. Scott’s investment philosophy is one of risk management. The cornerstone to his success is the vigilant recognition that losses hurt you more than gains help youTM.
A graduate of Columbia University, Gordon has been in the financial industry since 1993. He’s previously served as the Director of Investment Consulting to Asset Services Company, a $4 billion dollar investment consulting firm focused on high net worth individuals and institutions.
Mark Kukielski has been in the financial industry since 1996, beginning with 12 years in banking as a mortgage and consumer loan and financial officer, directly responsible for managing a $400 million mortgage portfolio.