Jonathan Harner (CFP®)
Jonathan Harner focuses in the
following client markets or areas of practice:
- Baby Boomers
- Business Owners
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Baby Boomers
- Business Owners
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
Planning Specialties
We create financial plans and manage investments to help our clients achieve superior real-life results.
Schedule an appointment now by visiting www.wichitawealth.com
We provide two services for our clients:
- Financial Planning, which broadly speaking includes (this is not a comprehensive list):
- Retirement planning
- Insurance analysis
- Income Tax analysis
- Social Security analysis
- Estate planning
- Investment management using the six steps of Behavioral Investment Advice:
- Faith in the future
- Being patient
- Being disciplined
- Asset allocation
- Diversification
- Portfolio rebalancing
Schedule an appointment now by visiting www.wichitawealth.com
Additional Information
We create financial plans and manage investments to help our clients achieve superior real-life results.
Schedule an appointment now by visiting www.wichitawealth.com
There is a lot of noise and conflicting opinions about retirement finances. On the best days, the noise can be confusing. On the worst days, it can be deafening. As fiduciary, fee-only, Certified Financial Planners we guide our clients through the noise and clutter so they can achieve superior real-life financial results.
Here are some common questions we help our clients answer:
- Will my spouse be okay if I unexpectedly pass away?
- Can my spouse and I maintain our lifestyle we retire?
- How much money do I need to retire?
- When can I retire?
- Will I run out of money in retirement?
- What happens if the market drops 30 percent after I retire?
We help you answer these questions by working with you to create a custom financial plan for your lifetime’s retirement savings. Without a plan, investors are more likely to invest based on the fads and fears of the moment, instead of using historical data to meet their most cherished financial goals. Your retirement savings are too important to make decisions about without a plan.
As independent, fiduciary, fee-only, CFPs let us help you answer the questions above.
Schedule an appointment now by visiting www.wichitawealth.com
NAPFA Start Date
January 11, 2019