The Consultants Financial Services

Welcome to The Consultants Financial Services

In my capacity as an Investment Advisor Representative for Mader & Shannon Wealth Management Services, I am able to handle the full range of financial services to include investments, annuities, life insurance, disability insurance, and long-term care insurance. We will develop a financial plan for you that:

  • Identifies how much risk you are willing to accept in your portfolio and techniques to manage that risk.
  • Answer the questions
    • How much money will I need to save for retirement?
    • Am I taking on too much risk in my investment portfolio?
    • How much life insurance do I need?
    • Should I consider long term care insurance or disability insurance?
    • For those in the military – Are there other options to the Survivor Benefit Plan?
  • For those in retirement we can help you answer:
    • How much can I spend each year to minimize the risk of outliving my assets?
    • I have not saved enough for retirement, are there other techniques to help me jump start my retirement savings?
    • What additional planning do I need to do now to prepare for when I am older?

Larry Martin is an Investment Advisor Representative offering advisory services through Mader & Shannon Wealth Management, Inc (MSWM).
4505 Madison Ave., Kansas City, MO., 64111. Insurance products are offered solely through the Consultants Financial Services.
The Consultants Financial Services, LLC and MSWM are not affiliated.

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