SUCCESSFUL FINANCIAL JOURNEYS BEGIN WITH SOUND FINANCIAL PLANNING
Roadmap Wealth Management, LLC can help you with your retirement planning, financial planning and investment management. I serve clients in the Kansas City and Overland Park area. Contact me if you are interested in working with an experienced, fee-only CERTIFIED FINANCIAL PLANNER™ (CFP®) who puts clients’ interests first!
WITH ROADMAP WEALTH MANAGEMENT…
-
You work with one individual who has 30+ years of financial planning experience that can quarterback a team of advisors working on your behalf. You are treated as a valued relationship and not as an account holder.
-
In most cases, I provide a financial plan before asking to manage your investments. The financial plan is tailored for your specific situation. Your success is the most important objective of the relationship.
-
I break down complicated investment concepts to make them easier to understand and proactively help you achieve your financial goals.
-
You can count on total confidentiality. Reports are done by one person.
-
I have access to a network of attorneys, real estate agents, accountants, M&A advisors, property and casualty insurance agents, life and health insurance agents and others, if necessary to help you get the expertise needed to be successful.