My name is Steve Warta and I am a fee-only financial planner. I have been listening to and helping hundreds of people with financial planning for more than 25 yrs. When I started investing, it seemed that everyone was selling individual investments and there was no coordination of investments with a long-term financial plan. My clients have been successfully following their Roadmap Financial Plan.
A recent survey by Fidelity Investments shows the top 3 reasons for not creating a retirement plan. Don’t let these reasons stand in your way of a prosperous life.
- Never thought about making one
- Don’t know where to begin
- Too far behind for it to help
Let me listen to your financial goals so that I can work with you in creating your holistic and personalized Roadmap Plan.
Roadmap Wealth Management, LLC.