Steve Warta (CFP®, ChFC®)
Steve Warta focuses in the
following client markets or areas of practice:
- Business Owners
- Hourly
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Business Owners
- Hourly
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
SERVICES PROVIDED:
Financial Planning
- The Financial Plan is completed by a Certified Financial Planner who listens to the client’s individual needs.
- This plan shows year by year distribution and which accounts to draw down, as well as the Social Security benefits and at what age to claim benefits for both spouses.
- In addition, this plan can look at potential charitable giving ideas.
- We have the ability to easily update this plan as situations change.
- We provide a second opinion on investment allocation for IRA’s, 401K’s and other investments.
Investment Management
- Steve utilizes his 30+ years of experience to find appropriate individual stocks, bonds and mutual funds.
- RWM gives the client peace of mind by determining the probability of outliving their investments.
- We conduct investment meetings on a regular basis with our client, so you might better understand your investments.
- Steve breaks down complicated investment concepts to make them easier to understand and proactively helps you achieve your financial goals.
- The benefits of working with RWM include daily transparency, flexibility, lower management fees and direct communication.
There is no need to be intimidated by the process. Steve specializes in taking baby steps or big steps, whichever is appropriate, in helping you meet your financial goals.
Additional Information
Steve J. Warta has over 30 years of experience in financial planning and managing investments. He has been a Certified Financial Planner since 1987 and has also earned his ChFC® designation. He continues to provide a roadmap to guide individuals to success with their financial goals.
Steve and his wife have lived in Overland Park for over 25 years where they raised two wonderful children. He enjoys spending time with his children and grandchildren, as well as volunteering at his local church. In his spare time, Steve also likes road cycling.
NAPFA Start Date
July 15, 2016
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