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Eric S

CFP®, AIF®

New York, NY

Retirable

Eric Schwartz is a Senior Financial Advisor and CERTIFIED FINANCIAL PLANNER™ professional with over seven years of experience supporting clients through retirement planning and broader financial decision-making. His work spans retirement income planning, insurance planning, estate considerations, tax-aware strategies, and comprehensive financial planning. Before joining Retirable, Eric held planning and leadership roles at several financial firms, including Drucker Wealth Management and Mid Atlantic Retirement Planning Specialist. Across these roles, he worked closely with individuals and families to develop and monitor long-term financial strategies, with a particular focus on retirement transitions and ongoing planning needs. Eric earned a bachelor’s degree in Financial Planning and Finance from the University of Delaware. He obtained his CFP® certification and Accredited Investment Fiduciary® (AIF®) designation in 2022, reflecting his commitment to professional standards, fiduciary responsibility, and ongoing education. Eric takes a holistic approach to financial planning, working with clients to understand their goals, concerns, and financial circumstances so they can move forward with clarity and confidence as they plan for the next stage of life.

General retirement planning Retirement income strategy Retirement withdrawal strategies Wealth management Life insurance needs analysis Retired Executive Founder/Business Owner Consultant Self-Employed Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Advisors near 64083

Out of 400,000+ nationwide

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Amy W

CFP®, Series 66

Overland Park, KS

Prairie Ridge Asset Management, LLC

Business succession planning
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Michael H

Series 63, Series 66

Overland Park, KS

Penn Wealth Management

College savings (529s, UTMA, etc.) General tax planning Active portfolio management Union Employee
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Melinda B

Series 65

Overland Park, KS

Retirement Roots Wealth Management LLC

General retirement planning
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David W

CFP®

Overland Park, KS

Dynamic Wealth LLC

Cash flow / budgeting Executive Founder/Business Owner Mid-Career Professionals
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Kenneth G

CFP®, Series 63, Series 65

Overland Park, KS

Sound Investments Inc.

Wealth management Passive / index investing Tax-loss harvesting
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Holmes O

CFA®, Series 63, Series 65

Lee's Summit, MO

Osborne Global Investors, Inc.

Active portfolio management
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Dean L

CFP®

Lees Summit, MO

Your Financial Partnership

My name is Dean Lyman, and I started Your Financial Partnership due to the financial journey my spouse and I have taken over the past 20 years. I believe all couples should have the benefit of sound financial advice – especially in those times when you have questions, like between your business and family. This is when specific knowledge and a coach to help you with the right choices can make all the difference in the long run. This counsel applies to members of all Generations, and I especially love working for couples with children. I will work with you to relieve stress about money and your business by answering your questions, helping you solidify your goals, and create an action plan to achieve them. I provide comprehensive financial advice through fee-only services. This means I don’t sell any products, so I am free of the conflicts of interest that can arise from those arrangements. I have over 20 years of experience working with clients and their finances. I am a Certified Financial Planner ™ which means I’ve passed the rigorous educational and testing requirements as well as required ongoing training to keep me current. I am also a Certified College Financial Counselor (CCFC - https://www.aiccfc.org/Team/Dean-Lyman). With my expertise, I can help you with college planning, business and retirement planning, debt payoff, figuring out where that pesky hole in your budget is, purchasing your first or second home, evaluating your employee benefits, and much more. I'm a member of several organizations to both advocate and constantly improve my knowledge: National Association of Personal Financial Advisors - (https://www.napfa.org/firm/44663/26063) Certified Financial Planner - (https://www.letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/82c12f6f-c25a-4aaf-9c5a-f06ca78f3e8f) Fee-Only Network - (https://www.feeonlynetwork.com/financial-advisor/dilworth-lyman/) On a personal note, I live in the Midwest, but I meet clients virtually throughout the US. My wife and I have five children that keep us on our toes. Our family likes activities in the outdoors and travel. If you’d like to talk to me about planning for you as a family and business, please set up a FREE conversation (https://calendly.com/your-financial-partnership/30min) with me so you can get that financial peace of mind you deserve through our partnership.

Business ownership considerations Family Business Business succession planning Founder/Business Owner
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Jay H

Series 65

Prairie Village, KS

Financial Management Consultants LLC

Income planning General estate planning guidance Cash flow / budgeting Equity Recipients (RS/RSU, SOP, ESPP)
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James K

Series 66

Lee's Summit, MO

LSA TPM, LLC

Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Founder/Business Owner
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James H

CFP®, Series 63

Raymore, MO

Pillar Financial Planning

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Doctor or Medical Professional Founder/Business Owner Young Professionals
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