- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Estate Planning
- Insurance Services
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Overland Park, KS
Steve Warta is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Steve Warta is a Fee-Only financial planner in Overland Park, KS. Steve has 30+ years of experience in financial planning and managing investments. He has been a Certified Financial Planner since 1987 and continues to help individuals become successful with their planning. Steve is a NAPFA-Registered Financial Advisor with Roadmap Wealth Management, LLC.
Roadmap Wealth Management, LLC (RWM) is a Registered Investment Advisor providing financial planning and investment management for individuals. RWM uses a fee-only compensation model, which includes an hourly fee for the financial planning and an asset based fee for managing the investments.
To help business owners and pre-retirees over the age of fifty organize complex financial decisions into a strategic financial roadmap that achieves their financial goals and objectives.