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
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
Schedule regular periodic reviews
|Firm Start Year:||1999|
|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's Number of Clients:||800|
|Firm's Number of Managed Clients:||400|
|Position :||Advisory Board Member|
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 Citys 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.
|Mon.||9:00 AM - 5:00 PM|
|Tue.||9:00 AM - 5:00 PM|
|Wed.||9:00 AM - 5:00 PM|
|Thu.||9:00 AM - 5:00 PM|
|Fri.||9:00 AM - 5:00 PM|
|Platte City||Prairie Village|
|Greater Kansas City Area|