I'll save you the typical financial jargon. This isn't about me.it's about you. You need an expert who understands the money challenges you face planning for retirement like Social Security, Medicare, and what to do with your 401(k). You need a financial advisor that's easy to understand and gives unbiased advice to solve your problems, not pitch products.
A partner that brings order to your financial life and takes away your anxiety. Oh, and it'd be great if they were fun to work with, too. I think I'm that financial advisor.
A partner that brings order to your financial life and takes away your anxiety. Oh, and it'd be great if they were fun to work with, too. I think I'm that financial advisor.
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Outside the office, you can find me trying to keep up with my kid's activities or planning my next road trip because traveling is imperative to my existence. I have called Topeka, Kansas home since birth. My tuition dollars went to Washburn and K-State; but I'm a die-hard KU fan. I'm constantly striving to be a better person than I was yesterday however my bad habits include a love for Mexican food and Pepsi.
I'm not your stereotypical suit and tie advisor that uses financial jargon to try and impress you. I'm a fun, plain-english speaking, blue jeans and crazy sock wearing guy that happens to be a financial nerd. Preparing for and managing your life in retirement is hard. When you reach that stage in life, sometimes it feels like you've been handed a 5,000-piece jigsaw puzzle.
With a third of my clients as widows, I understand the unique financial needs that can make your difficult transition more manageable. While my clients would hardly consider themselves to be "rich", thanks to a lifetime of diligent saving and frugal living they have accumulated a nest egg of at least $250,000.
Reviews (9)
James Bowen
Jun 18, 2020
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Jill Hiegert
Jul 09, 2018
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Morgan Rakestraw
Dec 10, 2017
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There is no where else I would trust with my questions and concerns about money. From educational funds for my children to IRAs and 401k Desmond has always been straight forward and honest. There are no hidden commissions and fees, you know exactly what you are getting and can trust him to keep you, the client, at the center of the partnership. He is always responsive and willing to answer any question. You never feel rushed, unheard or small like you sometimes can with bigger establishments.
Demetra H.
Sep 27, 2017
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Stuart Campbell
Sep 06, 2017
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Desmond takes the time to understand your goals and takes the time to explain the complex world of investing. He offers a very straight forward approach and doesn't get into the complex high risk world of big Wall st firms. He's also very responsive when you have additional questions that come up, and he's great with providing follow up encase he doesn't have the answer!!
Michael Whitcomb
Jul 14, 2017
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Ruby Munguia
Dec 18, 2016
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Virginia Smith
Oct 04, 2016
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Roxann Johnson
Aug 27, 2016
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