wiseradvisor

Mark Falter
Mid-American Tax Advisory Group Inc

Tel: (816) 640-5888
7410 NW Tiffany Springs Pkwy #100
Kansas City, MO 64153
Mid-American Tax Advisory Group Inc | Financial Advisor in Kansas City ,MO

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

Firm Start Year:   1999
Insurance License#:   0135279
States Licensed in:   MO KS NE IL AR CO FL IA MA MI MD TN VA
Number of Years with Current Firm:   32


Qualifications & Memberships

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


Board Positions

Organization:  Advisor's Academy
Position :  Advisory Board Member

Mark Falter

Mark Falter

Mark Falter has been in the Financial Services business for over 30 years. He started his career in 1984. He has worked with Seniors for 20 of those 30 years. He is aware of how retirees think.

Mark has built one of Kansas City’s Premier Financial Management firms, specializing in helping retirees & pre retirees in building and preserving their wealth through the concept of asset management, tax strategies, estate planning. Believing strongly in the principle of “doing unto others as you would have them do unto you,” he attributes the majority of his success to simply making decisions that are in the best interest of his clients.

Mark is a well established speaker, has been featured on Fox Business channel, and every weekend you can hear Mark on his Radio Show from 9am to 10am Sunday Mornings on 980 KMBZ.

Mark is dedicated to educating the community with his workshops on topics relating to conservative alternatives.

Mark resides in Weston, MO with his wife Amy and three children, Ashley , Caleb and Joshua.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 5:00 PM

Communities Served

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