How to feel empowered with your finances while pursuing the goals for your financial future.

Discover the building blocks to launch your business within 90 days

without overwhelm and frustration with a money back guarantee.

THIS FINANCIAL PLAN IS FOR YOU...

if your career is centered around helping others, and that is the foundation of your success. As a pharmacist, you are committed to caring for people, but you may struggle to find the time to focus on your own financial well-being. Our services cater specifically to pharmacists like you who want to potentially safeguard and enhance their assets. We will collaborate with you to identify your financial objectives and prioritize them accordingly. By assessing your current position and establishing clear targets, we can provide tailored recommendations based on our knowledge and experience to support you in working toward your goals.

Investment

Review

Retirement

Checkup

Goal

Monitoring

Financial

Coaching

Online

Portal

Net

Worth

Risk

Analysis

Financial

Planning

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

OUR PROCESS

IN JUST 5 EASY STEPS...

Steve Rodewald, CRPC

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!

Pharmacist Essential

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

Pharmacist Advanced

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

Pharmacist Premier

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)

How do I know if my portfolio fits me?

We use a risk number assessment tool to make sure your portfolio is aligned with your goals and objectives.

Is there a contract?

No, you can cancel monthly services at any time.

When does my planning session start?

We will schedule a time that works for both of us and get started asap.

Will you be able to tell me how much money I need to retire?

Yes, this will be done in the retirement planning module.

NOT SURE WHEN AND HOW TO START?

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.

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