Fiduciary Duty
Commitment
Goal-Oriented
Fiduciary Duty
As a fiduciary, we are required to act in your best interest. Our team takes great pride in putting your interest first.
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Kansas
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Missouri
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NW Arkansas
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Wisconsin
More About Schwantes Financial
“Investing for retirement is a journey with now as your starting point and your dreams and goals as the final destination.” -Ronald P. Schwantes
Ronald Schwantes is a member of the Financial Planners Association, and is a Certified Financial Planner®. Our team provides clients with the expertise they need to accomplish their financial goals. As fiduciaries, every recommendation is made with the utmost integrity and with our clients’ best interests in mind.
Our services go beyond numbers and are rooted in the trust and relationships that we build with clients. Reach out to our team to learn how we can help you achieve your financial goals and simplify the process.
More About Schwantes Financial
“Investing for retirement is a journey with now as your starting point and your dreams and goals as the final destination.” -Ronald P. Schwantes
Ronald Schwantes is a member of the Financial Planners Association, and is a Certified Financial Planner®. Our team provides clients with the expertise they need to accomplish their financial goals. As fiduciaries, every recommendation is made with the utmost integrity and with our clients’ best interests in mind.
Our services go beyond numbers and are rooted in the trust and relationships that we build with clients. Reach out to our team to learn how we can help you achieve your financial goals and simplify the process.
The Schwantes Experience
Professional
We maintain professionalism in everything we do for our clients. You can trust that the advice we provide you with is precise and purposeful. Ron and Nathan Schwantes utilize their knowledge and expertise to help their clients stay on course to achieve financial success.
Whether you’re trying to manage debt or plan for retirement, we offer recommendations and information to help you accomplish your goals.
Caring
Our team cares about your needs and how we can assist you in achieving them. Financial planning isn’t just about figures, it’s about helping people.
We don’t just want to know how to help our clients, we work to understand why they’re pursuing certain goals. We look at the bigger picture to help them plan a future full of prosperity.
Organized
The world of finance can be complicated and ever-changing. We help clients understand how certain processes work and help them navigate any confusion. Our team organizes information and helps people learn effectively and efficiently.
When meeting with our financial planners in Kansas City, you can expect impactful education that helps you make informed decisions. We consider all the options for your situation and help you determine the best for your goals. Our team also analyzes how current decisions can affect your future to help you achieve and maintain success.
We Address a Wide Variety of Situations
Whether you’re looking for direction on the path to becoming debt-free or you’re trying to ensure that your legacy is in the right hands, we’ve got you. At Schwantes Financial, we offer an array of services that can help with many different situations. Our team can help you form a comprehensive plan that creates measurable progress toward your definition of financial success.
We have your best interests in mind and will only provide you with services that we believe are appropriate for your risk profile and objectives.
