About
I can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
I can also answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Patti Payne
Administrative Assistant
913-322-2101
Patti.payne@instrumentaladvisors.com
Patti brings over 15 years of office experience in various industries including construction, appraisals and special education. She enjoys working with clients and brings her enthusiasm and strong work ethic to the office every day....
R. Brook Menees, CFP®
Founding Partner & Financial Advisor
913-322-2101
Brook.Menees@InstrumentalAdvisors.com
Brook is a CERTIFIED FINANCIAL PLANNER TM professional with over 25 years of experience as a financial advisor. He works tirelessly to assist business owners and individuals who have the financial resources to build and preserve their...
Raelynn Brown
Administrative Assistant
9133222101
Raelynn.Brown@InstrumentalAdvisors.com