Peter Vrooman

Background

About Peter Vrooman

Sarver Vrooman Wealth Advisors has had the privilege of working with Engineers and Executives since We have helped hundreds of clients plan for their retirement from some of Kansas City’s top firms. This has provided us with insight into the complexity of financial planning for clients transferring from a 401k and ESOP program. We use an investment planning and investment process with an emphasis on minimizing risk. Our focus is on removing the stress associated with planning for and living in retirement. Investment Planning – Our planning process centers on making sure you are saving and investing correctly based on your goals. During retirement, we make sure you are setting a reasonable spending goal for the long-term. We meet on a regular basis to ensure your investment plan is updated and on track. Investment Management – Our investment philosophy focuses on providing more consistent returns and minimizing volatility. When you are taking income off your portfolio it’s even more critical to ensure your portfolio is positioned appropriately. We use your financial plan and risk tolerance to drive our asset allocation decisions. We are open architecture, using low-cost structures such as ETFs, No Load Mutual Funds, Stocks, and Bonds. Retirement Income – Retirement is an exciting time and it’s our job to remove any potential stress. We help you seamlessly transition your 401k and ESOP into a managed portfolio. We can set up monthly direct deposits to your bank account, much like a paycheck. This allows you to focus on enjoying your retirement. This information is intended for use by residents of AR, AZ, CA, CO, DC, FL, IA, IL, IN, KS, MA, MI, MO, NC, NE, NJ, NY, OR, SC, TX, VA, and WA Advisory services are offered through Sarver Vrooman Wealth Advisors, a SEC Investment Advisor. Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on