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Our Services
Fiduciary Duty
As a fiduciary, we are required to act in your best interest. Our team takes great pride in putting your interest first.
Personable Service
Services for Various Ages
Personalized Approach
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Kansas
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Missouri
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NW Arkansas
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Wisconsin
Experience Service From Financial Advisors Who Care
At Schwantes Financial, we want to partner with you to strategically formulate a plan for financial success.
Our team works with you to create a personalized plan to meet your definition of financial success. We also set measurable goals to encourage progress. From there, our team provides a variety of services that can specifically help you work towards those goals.
We’re here to educate and support you as you work towards thriving wealth. The financial advisors in Kansas City at Schwantes Financial care about your success and have a fiduciary duty to keep your best interests in mind.
Experience Service From Financial Advisors Who Care
At Schwantes Financial, we want to partner with you to strategically formulate a plan for financial success.
Our team works with you to create a personalized plan to meet your definition of financial success. We also set measurable goals to encourage progress. From there, our team provides a variety of services that can specifically help you work towards those goals.
We’re here to educate and support you as you work towards thriving wealth. The financial advisors in Kansas City at Schwantes Financial care about your success and have a fiduciary duty to keep your best interests in mind.
Our Services
Wealth Management
Together, we establish exactly what your goals are and develop a roadmap to put you on a path to financial success.
Schwantes Financial is a fee-only wealth management firm because we believe that your interests should always come first. All client fees and costs are fully disclosed. As a fee-only Registered Investment Advisor, we do not accept commissions, and therefore, have your best interest as our top priority.
Financial Guidance
For many, investing in the financial markets is a complex and intimidating mystery. Inexperienced investors are often disappointed because their investments fail to produce the desired results. Our focused approach to investing is different.
We identify our client’s individual needs, which become the basis for investment decisions. These needs depend on how the client defines their financial goals and potential moves to encompass risk tolerance and time horizons. Our professionals consider goals, risk, and time results when outlining a clear financial plan.
Retirement Planning
We discuss your financial goals and objectives for retirement while working closely with you to allocate the resources you need.
From there, our team provides plan-based financial services to help you achieve your retirement goals. You can start planning your retirement with knowledgeable financial advisors in Kansas City at Schwantes Financial.
Investment Management
We educate you on the constantly changing world of investment management. Our team works with you to establish your goals, risk tolerance, and time frames. From there, we advise you on which investments can positively impact your goals and which ones are worth avoiding.
Our team helps you maximize your wealth by helping you roll over your 401(k) to an IRA. By doing this, you can access more investment options, continue any tax-deferred growth, and more. Through our tax minimization strategies, we can advise you on some of the best ways to withdraw funds from your qualified retirement accounts to help increase the tax advantages they offer.
Estate Planning Services
Effective estate planning involves much more than having a last will or testament. It involves managing your financial affairs during your lifetime and helps you control the distribution of your wealth after death through legacy planning. We can help you create an effective estate strategy that spells out your healthcare wishes and helps ensure that they’re carried out.
Without an estate plan, your assets could get tied up in the probate process. As a result, your family could be burdened with the unnecessary stress and legal fees of having to hire a probate lawyer during what will already be a difficult time. A very basic estate plan includes having a will, a living trust, and some form of power of attorney, along with well-planned beneficiary designations.
Our team works with legal professionals, so we can recommend a qualified trust or estate planning attorney to provide you with legal guidance. We can also draft the appropriate documents.
