Joe Nafziger
CFP®
Legacy Financial Strategies, LLC
Financial Advisor
Joe Nafziger
CFP®
Legacy Financial Strategies, LLC
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Joe Nafziger, CFP®
Fee-only financial advisor located in Leawood, KS, serving the greater Kansas City area and clients across the country. We offer actionable advice that will ensure a lasting impact.
Joe Nafziger is a part of Legacy Financial Strategies' team of expert fee-only financial advisors in Leawood, KS, serving Kansas City and clients across the country. By engaging in meaningful discussions, we customize comprehensive financial plans, investment management, and employer solutions, such as retirement services. Our process begins by establishing an understanding of your unique financial needs, goals, risks, and obstacles. From there, our committed advisors are able to offer actionable advice that will ensure a lasting impact through diligent follow-ups and communication with each client.
Check out our new "FAQ in Under 2" Video Series for Concise Insight on Common Financial Questions
Joe Nafziger graduated from Kansas State University in the spring of 2018 with his Bachelor of Science in Personal Financial Planning. Following graduation, he became a Client Associate for Merrill Lynch where he earned the CERTIFIED FINANCIAL PLANNER™ designation and spent three years involved in all facets of the financial planning process. He joined Legacy Financial Strategies in 2021 as an Associate Advisor. Joe prides himself on his analytical skills and strong attention to detail. As a native to the Kansas City area, he enjoys cheering on the Chiefs and attending Royals baseball games. In the warmer months, Joe can be found playing golf with friends or at the lake with his girlfriend, Tori. In the cooler months, he enjoys hunting upland game birds and spending time with family.
Legacy Financial Strategies is an independent financial planning firm providing the truly personal and trustworthy service you want from a financial advisor.
• We are fee-only financial advisors. You can rest assured knowing our recommendations are motivated exclusively by your success and not commissions.
• We authentically care and will take time to understand the whole of your financial circumstances, including your needs, goals, risks, and obstacles.
• We offer actionable advice to ensure a lasting impact. Whether you’re preparing your business for expansion, adapting after divorce, planning for retirement, or determining where to invest, we’ll help you do what’s needed now for a bright financial future then.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
-
Joe Nafziger is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
-
Joe Nafziger is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
-
Joe Nafziger is Recognized by Kansas State University Department Personal Financial Planning
-
Joe Nafziger Recognized as a Finalist in the National Society of Financial Service Professionals Industry Issues Competition
-
Joe Nafziger is a Member of the Financial Planning Association of Greater Kansas City
Contact Joe Nafziger
Office Locations:
-
11300 Tomahawk Creek Parkway
Suite 190
Leawood, KS 66211
