The Retirement Pilot
Meritage Portfolio Management
7500 College Blvd Ste 1212, Overland Park, KS 66210
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Making your retirement the best years of your life.
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri Sat - Sun Closed - Phone:
Main - 913-685-3207
- Address:
- 7101 College Blvd Ste 140 Overland Park, KS 66210
- Email:
- Categories
- Retirement Planning Services, Financial Services
- Services / Products
- retirement planning, financial planning, asset allocation and preservation, beneficiary audits, IRA, business succession planning,
- Payment Options
General Info
The mission of The Retirement Pilot is to provide a professional and intelligent resource for retirement planning and asset preservation. Our clients experience excellence in both service and integrity as we offer education and strategies to help secure their assets and protect their financial futures.We specialize in Financial Planning for retirees and those about to retire. We are here to educate and provide information to help you make the right decisions in an ever-changing market. We help our clients avoid mistakes that can jeopardize their retirement savings.In preparing for retirement it is important to assess risk along with efficiency when investing for income and potential growth. The most important element of Retirement Planning is TRUST.I think my unique service is that I’m “Invested†in the client and that we make sure Financial Peace of Mind is secured by all of my clients. Most advisors work in one area — I work in all four — that’s unique.