Retirement Income PlanningIndexed AnnuitiesFixed AnnuitiesLife InsuranceSocial Security OptimizationLong-Term Care PlanningWealth Management
About Quarles & Herring | Financial Longevity Advisory, LLC — Kansas City, Missouri
Michael Quarles & Heather Herring | Financial Longevity Advisory, LLCInvestment Adviser Representatives & Principals
Michael Quarles and Heather Herring are trusted fiduciary advisors and principals at Financial Longevity Advisory, LLC, a Kansas City–Northland-based firm committed to helping individuals and families prepare for a confident and secure retirement. With a combined focus on financial longevity, integrity, and holistic retirement planning, Michael and Heather bring both professional discipline and heartfelt compassion to every client relationship.
Michael QuarlesFounder & President, Financial Longevity Advisory, LLCInvestment Adviser Representative | Retirement Income Strategist
With over 30 years of experience in retirement income planning and insurance, Michael Quarles is a seasoned financial professional dedicated to helping clients protect their assets, avoid costly retirement mistakes, and enjoy peace of mind in retirement. He holds a Series 65 license and is fully com...
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Frequently Asked Questions About Financial Advisors in Kansas City, Missouri
Why work with an independent financial advisor?
Independent advisors aren't tied to a single company's products, so they can recommend the best solutions for your specific needs. They focus on education first, helping you understand all your options before making decisions.
What is SafeMoney Certified?
SafeMoney Certified advisors have demonstrated expertise in safe money strategies and retirement income planning. They prioritize principal protection and guaranteed income solutions for their clients.
How much does a consultation cost?
Most SafeMoney.com advisors offer complimentary initial consultations. There's no cost or obligation to meet and discuss your retirement planning needs.
What should I expect in my first meeting?
Your first meeting typically covers your current financial situation, retirement goals, risk tolerance, and timeline. The advisor will explain different safe money options and answer your questions without pressure to buy anything.