Financial Advisor, Financial Planning
Given the complexity of retirement and estate planning, most people will at some time in their life require the services of a financial planner. It is simply not worth the risk to try and go solo when an advisor can provide their professional knowledge and experience...
Financial Advisor, Financial Planning
[vc_row][vc_column][vc_column_text] So, some significant life event has happened, and you think you’re ready to engage the services a financial planner, but how do you know which Kansas City firm can reliably accommodate your unique needs? For many people financial...
Financial Advisor, Financial Planning
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Financial Advisor, Financial Planning
In the world of financial services, there are a lot of options outs there. The challenging part is know exactly what services they provide and how to find a good financial advisor. So where do you begin? First thing to look at is what type of firm it is. There are...
Financial Advisor, Financial Planning
In the 2021 Schwab Modern Wealth Survey, only 33% of Americans said they had a written financial plan. Of people without a plan, 42% said they didn’t have enough money to need a plan, 19% didn’t have enough time to make a plan, and 22% responded it was too...
Financial Advisor, Financial Planning
In our last blog post, we discussed best tips for preparing for an interview with a financial advisor. This week we will be discussing best practices and also things to watch out for in the consultation itself. The Initial Consultation Now that you have your list of...