Financial Planning
Many individuals confuse financial planning with general savings and investing advice. While how to save (and how much!), and where and when to invest those savings, is every bit important, prudent Financial Planning goes much beyond the realm of just saving and investing.
Investment Planning
While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested?
Estate Planning
For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they’ve passed.
Retirement Planning
Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for.
Our Team
Scott W. Yanker CFP®
President
Scott Yanker began his career in 1984 with Allmerica Financial, and transitioned to LPL Financial in 2003. I believe it’s important to invest my time...
Bob Drury
Financial Consultant
Selecting a financial consultant is one of the most important decisions you will ever make. My sound conservative guidance aims to help clients manage...
Joseph P. Farhatt MBA
Financial Advisor
Joseph Farhatt has over a decade of experience in the financial services industry. He began his career with the Northwestern Mutual Financial Network...
Carlye Yanker
Wealth Management Assistant
Carlye Yanker, wealth management assistant showed passion for her future financial career during her years at the University of Kansas as the Student...
Carol Yanker
Director of Operations
Carol Yanker has worked as the Director of Operations in the financial services industry for more than ten years. She attended Southeast Missouri...
Sam Norton
Financial Advisor
Sam Norton is a Financial Advisor with The Yanker Group. Always fascinated by investments, he is driven by the desire to help others take inventory of...
Blogs
Passive Income Investments: How to Make Your Money Work for You
Looking to potentially increase your income without working extra hours? A passive income investment may bring you...
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The Pros and Cons of Investing in a 529 Plan for College
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529...
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Selling Your Home After Retirement: The Benefits of Downsizing
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
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