Mike Quarles- Senior Financial Coach
Michael M. Quarles CSA
Retirement Services
Two Pershing Square
2300 Main Street, Suite 900
Kansas City, MO 64108
Ph 816.448.3728

With over 25 years experience, Mike has been acclaimed for his specialty in advising retirees and those about to retire who want to protect their money and insure that their money lasts. His counseling focuses on helping seniors avoid the common mistakes of retirement. As a Certified Senior Advisor, he has studied senior and retirement issues encompassing not only financial matters, but health, housing, Medicare and related issues as well.

Most seniors rank protecting their personal welfare as their primary planning goal-followed closely by their desire to provide for those persons or causes that mean the most to them. Our goal is to assist seniors in achieving these goals through our special needs planning. We help you with protecting your assets from: Investment and Stock Market Risk, Taxation, Probate, and Long Term Care Costs. We also provide services in: Estate Planning, Insurance, Income Planning, and IRA Distribution and Taxation.

 
 

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