What’s your retirement vision?
How will you make it a reality?
We’re a Kansas City based financial advisory team, supported by the resources and insight of UBS, one of the world’s largest wealth managers. We understand the challenges of transitioning from the workforce to retirement. But more important, we know that everyone’s vision of retirement is personal. We can help you bring your vision to life.
Ted Chartier, CFP® and Advisor Carson Sanford collaborate with Private Wealth Advisor Thomas Freeman, to help you create a plan for lasting income. Our experienced team can help you and your family maintain the comfortable lifestyle you’ve earned, and prepare for the years ahead with confidence.
Retirement is a creative process
We see many similarities between the process of planning for retirement and painting a picture. Both are your individual creations. Both require vision, preparation and an understanding of the tools and resources available to make them meaningful accomplishments.
How will you confidently create your retirement “masterpiece?” What kind of experiences are you hoping to enjoy? Once you have a plan in place, your canvas is ready.
Ted Chartier has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2019