Mastio Financial Resources Your Resource for Financial Services Welcome to the website of Mastio Financial Resources. Here you have access to financial information in a private and convenient manner. Additionally, in our continually changing newsletter you will find informative articles related to various Financial topics such as Retirement , Inflation, Investing, Risk Management and Taxes. There are also helpful financial calculators for several of these same applications. We hope you bookmark this site, and visit often. Mastio Financial Resources: a financial services firm concentrating on Estate, Retirement and Life Insurance services. Our office is in Wichita, Kansas and has been providing high quality client services since 1976. Our Mission statement Mastio Financial Resources is a professional organization that assists clients in the selection of appropriate financial products and services to help address the creation of assets and protection of wealth. Professional Designations Chartered Financial Consultant (ChFC) Chartered Life Underwriter (CLU) FINRA Securities Registrations: Series 63, Series 26 Professional Affiliations National Association of Insurance and Financial Advisors (NAIFA) Society of Financial Service Professionals Member: Million Dollar Round Table Our staff strives to provide truly comprehensive quality service. Please do not hesitate to contact us directly with any questions, concerns or suggestions Our Company Our company’s collective capabilities and experience – together with our team approach and relationship with AXA Advisors, LLC – allows us to assess and offer you a wide-range of financial products and services. Whether it’s working with your other financial professionals on estate planning, creating a customized executive benefits program for your business, reviewing your life insurance needs, or preparing an asset allocation analysis, our goal is simple: to provide up-to-date and cost-effective financial strategies to our valued clients. The keys to our company’s success are our professional excellence and integrity, and our constant pursuit of open communication and an in-depth understanding of each of our client’s unique financial needs. Our credentials, experience and principled approach allow us to deliver on our promise of providing creative and sound financial strategies for our clients. We look forward to helping you take control of your financial future. My Approach I provide personalized financial strategies that are specifically designed to help my clients reach their long-term goals. My role is to help you focus on your priorities and to create a program that can help you work toward your financial objectives. My education and experience help me communicate complex financial issues and analysis clearly. I'll skip the jargon. Because I want you to be comfortable with the program we develop, we'll work collaboratively throughout the entire process. Now that you've learned a little bit about me and the work I do, let me help you plan for your financial future. Send me an e-mail, give me a call at the phone number listed above or register for a no obligation meeting here on my Web site. Let's work together to help you build a more secure financial future. Thanks for visiting |
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CalculatorsEstimate of the maximum amount of financing you can expect to get when you begin house hunting. Is your personal inflation rate higher or lower than the CPI? This calculator is designed to help you attach a dollar figure to your life’s work. Knowing your likely life expectancy is an important factor in making long-term financial plans. |
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Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania. Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. AXA Advisors, LLC is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. Link to AXA-Equitable.com © Emerald - All Rights Reserved - Please read our Privacy Policy |
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