Paramount Planning Group

Member, Million Dollar Round Table - Top of the Table & The International Forum

I entered the financial services industry in 1976 and spent my first 4 years with Massachusetts Mutual and Northwestern Mutual. The next two years were spent as an independent producer until I became the Estate Planning Specialist for Merrill Lynch in Northern California. In this position I supervised the estate and business planning activities of over 250 financial consultants in 5 offices.  

After moving back to the Midwest, I became a Business Developement Manager for what is now John Hancock which entailed consulting with investment representatives of A.G. Edwards, UBS, and other major firms regarding estate and business planning issues. In order to reduce travel I subsequently was given the position of Regional Director / South Central Kansas in the same capacity for Insurance Designers of Kansas City. I held this position for 10 years before returning to personal production and joining The Paramount Planning Group of AXA Advisors in January of 2007. 

My wife, Susan, and I live in Wichita. We have sons Jeff in St.Louis and Kevin who lives in Wichita. My daughter, Lisa, is married to Ryan Saner. They live on some acreage outside Wichita with our first grandson, Caleb of 20 months, and are expecting twins in August (!).   
Calculators

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

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Newsletters

Population Boomer

The nearly 80 million boomers, who have reinvented so many aspects of American life, appear poised to leave their unique mark on retirement and possibly transform the economy in the process.

What’s in It for You?

The Economic Stimulus Act of 2008 contained favorable provisions that will benefit small business. It appears that the government wants to inspire businesses to spend freely, too.

Good Time to Keep Going

Inflation is rising. Home prices are falling. Oil and stock prices are volatile. Could this be a good time to ramp up your retirement savings? You might be surprised at the answer.

More Reasons to Convert

Thanks to tax law changes, converting traditional IRA assets to a Roth IRA, or rolling over employer-sponsored retirement plans to a Roth, has become more attractive.

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