Yesterday we introduced you to Amy Guerich. Today we want to share with you why Amy is so proud to represent Stepp & Rothwell as a Financial Planner.
Stepp & Rothwell is the premier “fee-only” financial planning and investment advisory firm in the Kansas City area. It is not a money-management firm — they are completely focused on the client, their happiness, and their enjoyment of life. Due to this, their team of financial professionals provides unbiased and result-oriented advice. This offers their clients the knowledge that they need to make informed decisions about their future.
Why do they do this? They believe that issues like financial independence, estate planning, tax planning, cash flow management, risk management, education planning, and wealth accumulation and preservation, are completely interrelated. This is why they develop client-specific strategies that encompass them all.
This is what makes their approach so unique in the market!
Do you want to connect with Amy? You can reach out to her via LinkedIn.
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