Steve Warta
CFP®, ChFC®
Roadmap Wealth Management
Managing Director
Steve Warta
CFP®, ChFC®
Roadmap Wealth Management
Managing Director
As a fee-only financial planner, my focus is to offer unbiased advice to help you organize complex financial decisions into a successful plan that achieves your goals. - Steve Warta, CFP®, ChFC®
Fee-Only financial planner located in Overland Park, Kansas serving individuals over the age of 50.
Roadmap Wealth Management, LLC, a comprehensive fee-only financial planning firm serving the Kansas City and Overland Park area. Roadmap Wealth Management provides financial planning, retirement planning, and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only fiduciary and independent financial advisor, Steve Warta is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.
Steve Warta is the Managing Director and Founder of Roadmap Wealth Management, LLC, located in Overland Park, Kansas. He is a fee-only financial planner serving clients in the Kansas City area. Steve has 30+ years of experience in financial planning, retirement planning and investment planning. He has been a Certified Financial Planner since 1987 and is a NAPFA registered financial advisor. Steve uses financial planning software to create a personalized financial roadmap to help his clients reach their financial goals. In addition, he meets with his clients on a scheduled basis to review and fine-tune their financial roadmap. Roadmap Wealth Management, LLC, puts its clients' interests first.
Steve Warta is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Roadmap Wealth Management (RWM) is a Registered Investment Advisor (RIA), providing financial planning and managing investments 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. Learn more about how we work with clients: watch video
CORPORATE VISION:
Our Mission: To help business owners/retirees over the age of 50 organize complex financial decisions into a strategic plan that achieves their goals and objectives.
Our Approach: Utilize time-tested techniques to obtain information that puts our clients’ interest above our own.
Our Objective: To turn numbers into Dreams. To safely compound our clients’ portfolios in a tax-efficient manner while being accepted into our clients’ family as a trusted advisor.
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00:02:06
REDUCING THE STRESS IN RETIREMENT PLANNING
If you’re a little stressed out about your retirement planning, then you should consider how I can help you re-evaluate your current situation with a second opinion for your financial peace of mind. You’re not alone. A recent Gallup poll stated that 59% of adults are worried about having enough money for retirement. If you’re looking for an easy approach to financial freedom, one possible answer might be to develop a financial plan that guides you like a roadmap. Without a roadmap we all tend to get distracted or even worse, and lost. It is always better to develop your plan so that you consider what potential obstacles you are up against. Putting your plan in writing makes the steps to achieving your goals less intimidating. Once it’s in writing, you’ll be more confident in making educated decisions on your finances. During our first meeting I’ll ask you some easy questions, take a snap shot of your present financial status. Then I’ll prepare and present a Roadmap financial plan that details where you are now and sets out solutions to help you reach your retirement goals. We can explore different options in real time that will give you a better idea on how to make your retirement a success. In addition we can make adjustments to your plan as you move forward. If you’d like to take the stress and worry out of planning your retirement, then let me help determine how much money you’ll need to enjoy the lifestyle that you plan for today. Visit my website, www.RoadmapWealth.com, to contact me, Steve Warta and for more information.
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00:02:08
How We Work With Our Clients _ HD 720p
Steve Warta explains step-by-step how he can help you plan for a successful and prosperous retirement.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Honeywell Employees who want to get Retirement Ready.
Working Together
- In-Office Meetings
- Hourly Planning Services
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Steve Warta is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Steve Warta 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.
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Steve Warta is a Chartered Financial Consultant® (ChFC®)Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Contact Steve Warta
Office Locations:
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9915 Broadmoor St
Overland Park, KS 66212
