
About
Cynthia brings 20+ years of business experience, having worked in Public Accounting and as an Accounting Consultant for a diverse client base including health insurers, financial institutions, retail, real estate, and non-profit . Her career expertise involved analyzing business operations, processes and procedures and developing recommendations to mitigate risk and improve profitability. Now, Cynthia has transferred her analytical skills and business acumen to work with individuals, families and small businesses to do the same - reduce financial risk and secure financial futures. Cynthia was formerly licensed in Life & Health in KS/MO to give clients expert insight and advice in financial matters that align tax planning with retirement planning, risk mitigation and wealth accumulation. Every financial decision has tax implications, from spending to savings, investing to insurance and retirement planning. An effective plan integrates wealth protection & wealth accumulation strategies with tax planning opportunities so that all the pieces fit together. Financial advice is client centered, objective & designed to add value by optimizing tax advantages for both short & long-term goals.
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in Overland Park, KS 66212Info
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