What Sets Us Apart

Benefits of being our client – for your convenience we will work with your tax consultant and can refer you to CPAs or lawyers that are strategically allied with our office.

By becoming a Yanker Group client, you will be able to leverage:

  • Industry experience that spans more than 35 years, and a proactive approach to improving skills and knowledge for your benefit.
  • A personalized approach to client interaction, with an understanding that feedback is an important part of our relationship. We continually communicate and educate through workshops and events, while also remaining responsive and accessible when you need us.
  • Trusted professional alliances with CPAs to integrate your wealth planning with tax planning.
  • An inviting, family-like culture where we get to know you, and where you get to know us.
  • An independent offering of numerous products and services. We have no sales quotas to meet and no proprietary products. The Yanker Group offers offer fee-based financial planning and asset management.

Our Services

 

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

Bob Drury

Bob Drury

Financial Consultant
robert.drury@lpl.com
Selecting a financial consultant is one of the most important decisions you will ever make. My sound conservative guidance aims to help clients manage...
Carlye Ann Yanker

Carlye Yanker

Wealth Management Assistant
carlye.yanker@lpl.com
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

Carol Yanker

Director of Operations
carol.yanker@lpl.com
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@lpl.com
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...

How Can We Help?

Find out how we can help you reach your financial freedom.

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