Worth
Analysis
What we seek to deliver:
Confidence in your financial future
Diligence that your money is being used in an efficient way
Knowledge to seek growth for retirement
Receive professional guidance from our team of financial planners and review your goals and needs.
Determine your risk tolerance to ensure that you are well-equipped for a comfortable retirement.
Our team conducts investment research to give you confidence that your money is being monitored and managed by professionals.
Meet our Wealth Advisor with over 30 years of experience, who has been a resident of Lee's Summit since 1996. He has established himself as a trusted financial advisor in the community, helping clients pursue their financial goals and manage their wealth since 1990.
Outside of his career, he enjoys spending time with his family. He is happily married and a proud father of three children. He is an active member of his local church, where he volunteers his time and resources to various charitable activities.
In his free time, he enjoys playing golf and exploring the great outdoors. He finds relaxation and rejuvenation in nature, and often incorporates it into his work-life balance. His passion for golf and other outdoor activities also helps him connect with clients on a personal level, and create long-lasting relationships.
Our Wealth Advisor is not only an accomplished financial professional, but also a dedicated family man, a community leader, and a nature enthusiast. He brings all of these qualities to the table when working with clients, providing a well-rounded approach to wealth management.
LET'S GET YOUR FINANCIAL PLANS UNDERWAY!
Ideal for: Individuals looking to organize their financials and plan for the future - "Accumulator"
Investment Review
Quarterly Newsletter
Retirement Check-up
Goal Monitoring
Behavioral Financial Coaching
Access to Professional Financial Advice
Online Financial Portal
Ideal for: Individuals or families looking to set and monitor financial goals - "Pre-Retirees"
Tier 1 +
Net Worth Statement
Retirement Income Planning
Detailed Cash Flow Analysis
Roth Conversion Review
Multiple Goal Analysis
Risk Analysis
Basic Estate Planning
Ideal for: Individuals, families, and/or business owners with complex financial needs - "Distribution & Legacy"
Tier 1 & 2+
Wealth Transfer Planning
Stock Option Analysis
Charitable Giving Strategies
Business Planning
Tax Planning Strategies
Collaborate with Third Party Professionals (Attorney, CPA, etc)
We use a risk number assessment tool to make sure your portfolio is aligned with your goals and objectives.
No, you can cancel monthly services at any time.
We will schedule a time that works for both of us and get started asap.
Yes, this will be done in the retirement planning module.
I am doing my financial planning by myself.
Leave it to the professionals. You are great at pharmaceuticals we are great at financial planning.
I don't have the time
to invest in this right now.
Exactly, let's meet one time get all of your questions answered and leave the rest up to our team.
I don't have a person I can trust with my finances.
Our team of professionals is knowledgeable, personable, and dependable.
© 2023 Steve Rodewald | Life Goals Strategies | Website Designed and Developed by Web Worx, LLC