PHILOSOPHY
We seek to provide each client with timely and unique solutions to their differing
circumstances and expectations.  No one person can know or do it all for a client in this world of constantly changing environment so we work as a team, specializing in complementary disciplines of estate and financial planning.  We only recommend what we would do for ourselves, given the same circumstances. There are no cookie cutter approaches. Our team of financial consultants provides strategies that help our clients reach their financial goals. By working together, we help reduce their taxes, increase their net worth and protect their assets. We only recommend courses of action to our clients that we would personally follow, given the same set of circumstances.

William E. Kidder (Bill)

                 PROFESSIONAL SPECIALTY

I specialize in helping people with their investment analysis and recommendations.  My focus is on retirement investment strategies that offer guarantees of principal.  In other words, I want you to know that there are places to put your retirement money that  will never lose another nickel of principal.  If that is something you are interested in, you need to let us know.

     Ø Personal Financial Engineering (LEAPsystems.com)
     Ø Certified Senior Advisor
     Ø Licensed: Life/Accident/Health/Securities

     Ø Licensed: Stock Broker

EXPERIENCE

I decided to become a Financial Consultant (since 1999) after a friend died in a terrible aviation accident and left his family nearly destitute. My 23 years of service, retiring as a Lieutenant colonel, helped prepare me for this career.

 
EDUCATION

LEAP Certified

Masters of Science, General Administration, Central Michigan University
Bachelor of Arts, English and History, Teaching Certificate , Grove City College, PA
US Army Command and General Staff College, Fort Leavenworth, KS

PERSONAL

Happily Married since 1987 – Wife Karen and three daughters and one son
 

Ø First United Methodist Church, Leavenworth

Ø Rotary Club,  Leavenworth (Vice President)

Ø CASA (Court Appointed Special Advocate for Children)       President of Board

ØLifetime member Army Aviation Association of America

Ø Leavenworth Library Foundation Board member

Ø Eagle Scout

Ø Assistant Scoutmaster for Troop 173

Lawrence A. Martin (Larry)

PROFESSIONAL SPECIALTY

I specialize in helping clients prepare for all aspects of retirement, whether they are in their 30s and starting to save or in their 70s and trying to ensure that they don’t outlive their assets. I also specialize in helping families reduce the financial devastation that can occur after retirement if a family member requires long term care. We call this quality of life planning. Additional specialties include:

Ø Long Term Care Specialist

Ø Disability Insurance Specialist

Ø  Licensed Life/Accident/Health Agent

EXPERIENCE

I spent twenty years in the active Army, retiring as a lieutenant colonel. Prior to becoming a financial consultant, I was a lending officer at a regional bank.

EDUCATION

Currently enrolled in the Boston University Certified Financial Planner program.           Masters of Science, General Administration, Central Michigan University                               Bachelor of Arts, History, Virginia Military Institute US Army Command and General Staff College, Fort Leavenworth, KS

  PERSONAL

 I have been married to my wife Geri for the past 22 years. We have three children and have lived on a farm in Valley Falls for the past thirteen years. I am a member of the following:

ØSt. Mary's Immaculate Conception Church, Valley Falls

ØMember, USD #388 School Board, Valley Falls

ØMember, Valley Falls Economic Development Council

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