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®

(913) 609-1633

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 a fee-only financial advisor at Roadmap Wealth Management, LLC, located in Overland Park, KS.  He has 30+ years of experience in financial planning and managing investments.  Steve has been a Certified Financial Planner since 1987.  Some of Steve's core values include family, integrity, confidentiality and respect. 

Steve Warta is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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.

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

Working Together

  • In-Office Meetings
  • Hourly Planning Services
  • Clearly Defined Fees
  • No Product Sales

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Steve Warta is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Steve Warta is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® 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.

  • ChFC - Chartered Financial Consultant
    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.

  • Financial Planning Association
    Steve Warta 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.

Contact Steve Warta

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Office Locations:

  • 9915 Broadmoor St
    Overland Park, KS 66212

REDUCING THE STRESS IN RETIREMENT PLANNING

Published on Nov 9, 2017

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.

How We Work With Our Clients _ HD 720p

Published on Sep 25, 2015

Steve Warta explains step-by-step how he can help you plan for a successful and prosperous retirement.

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