by Marc Shaffer | Aug 19, 2026 | Financial Planning, Retirement Planning
One of the best lessons I learned as a young financial advisor came from someone I had never met before and have never spoken to again. I was sitting with a client who had recently retired, and we were preparing to move his company retirement plan into a Rollover IRA....
by Marc Shaffer | Aug 19, 2026 | Leadership & Personal Development
If you had walked into a local restaurant around four or five o’clock on the right day a few years ago, there’s a good chance you would have found Jeff Pelaccio and I sitting at the bar with a couple of beers. Looking back, that’s exactly where our...
by Marc Shaffer | Aug 13, 2026 | Continuity & Succession Planning
Almost a decade ago, our firm’s founder experienced a serious health event that required him to step away from the business for several months. Thankfully, he made a full recovery. But the experience forever changed the way we think about serving clients. While...
by Marc Shaffer | Aug 12, 2026 | Leadership & Personal Development
There was a time when the idea of spending an entire day every quarter in strategic planning sounded almost impossible. Like many business owners, I naturally gravitate toward the outward-facing parts of our business. I enjoy meeting with clients, networking in the...
by Marc Shaffer | Jul 10, 2026 | Financial Planning, Leadership & Personal Development
By Marc C. Shaffer Marc C. Shaffer is a financial advisor in Overland Park, Kansas, working with clients in the Kansas City area, Phoenix, and Utah Valley. “The difference between successful people and really successful people is that really successful people say no...
