NATIONAL CRISIS: Among working households a shocking 92 percent of workers age 25-64 do not have retirement account balances that meet the minimum saving benchmarks as recommended by the financial services industry.*
Your team at Qualified Plan Advisors (QPA) is here to provide you with a path to become ready for retirement. This podcast series includes information about general investing, saving for retirement, budgeting, health care and finance, as well as other financial wellness topics.
Feel free to reach out to us at any time if you have questions.
*National Institute on Retirement Security, “The Retirement Savings Crisis: Is it Worse Than We Think?” June 2013.
3 maneras de maximizar su reembolso de impuestos
Marco Melero | March 2019
Christopher T. Roper | March 2019
Estate Planning & Beneficiaries: Loving your Family
Christopher T. Roper | February 2019
New Year’s Resolution & Budgeting
Christopher T. Roper | January 2019
3 consejos financieros para 2019
Marco Melero | January 2019
The Million Dollar Gift
Christopher T. Roper | December 2018
Los Beneficios de Ahorrar para su Jubilación
Marco Melero | December 2018
The 8th Wonder of the World
Christopher T. Roper | November 2018
¿Qué es la Inversión y el Interés Compuesto?
What does investing mean and what is compound interest
Marco M. Melero | November 2018
For Marco Melero, financial competence is all about cultural relevance. A culturally relevant experience means more than just sharing a language, it is effective communication.
Marco has extensive knowledge in fiduciary guidance, investment due diligence, retirement plan design consulting and participant education. When he decided to return to being an investment advisor Marco studied the way hundreds of advisors work and determined that the most successful advisors work in teams.
Without knowing it, Chris’ professional path was influenced by his father. As a son of a teacher turned salesman, turned teacher, Chris was drawn to a profession that combined client service with education.
Chris grew up in the Kansas City area and attended Raymore-Peculiar High School. After graduating Cum Laude with his bachelor’s degree from Missouri State University, Chris further expanded his education by obtaining FINRA series 7 and 66. He also holds his life, accident and health and variable license in Missouri and Kansas. In addition, he is an Accredited Investment Fiduciary (AIF).