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Featured Business Financial Advisor in Kansas City, MO
Kansas City Financial Advisors
Mid-American Tax Advisory Group Inc
7410 NW Tiffany Springs Pkwy #100
Kansas City, MO 64153
(816) 640-5888
Advisor Profile
Mark Falter
Name:  Mark Falter
Phone Number:  (816) 640-5888
Website:  Visit Website

About Mid-American Tax Advisory Group Inc

Our philosophy at Mid American Tax Advisory Group is that we are
the coach who assists you in identifying and working towards
reaching your financial goals. Our seven-step educational
process helps you identify your objectives and develop the
strategies and tactics that will allow you to work towards your
goals.
SEVEN-STEP EDUCATIONAL PROCESS

Identify lifetime objectives & strategies
Understand all your options
Determine your risk profile
Build your allocation model
Optimize your investment allocations
Identify tax reduction and catastrophic protection
strategies
Schedule regular periodic reviews
 

General Information

CRD#:    1387482
Firm CRD#:    30613
Insurance License#:    0135279
States Licensed in:    MO
KS
NE
IL
AR
CO
FL
IA
MA
MI
MD
TN
VA
States Willing to do Business in:    Basehor,Bonner Springs,Camden Point,Dearborn,Easton,Edgerton,Faucett,Gower,Holt,Independence,Kansas City,Kearney,Leavenworth,Leawood,Lenexa,Liberty,Mission,Overland Park,Platte City,Prairie Village,Riverside,Shawnee,Smithville,Tonganoxie,Trimble,Weston,Greater Kansas City Area
Years of Experience in Financial Services:    32
Number of Years with Current Firm:    32
 

Qualifications & Memberships

Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Life, Long Term Care
Non-Financial Organization Memberships:    Better Business Bureau
National Ethics Association
 

Firm Information

Firm's Number of Clients:    800
Firm's Number of Managed Clients:    400
 
 
 
Prepared By: Mark Falter

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