At Family Wealth Management, LLC, we strive to treat every client like a member of our own family. Our processes and strategies are designed to help us understand and honor your values and goals. We believe that the better we understand who you are and what you want, the better we're able to help you work towards your goals and pursue financial confidence.
Our wealth management process starts with a Values and Goals Interview designed to help us understand what's most important about money to you, and to help you think through some important issues and set priorities. Then we review your financial information and prepare a Balance Sheet and Cash Flow Summary, so we can confirm our understanding of both you AND your money.
Our wealth management process starts with a Values and Goals Interview designed to help us understand what's most important about money to you, and to help you think through some important issues and set priorities. Then we review your financial information and prepare a Balance Sheet and Cash Flow Summary, so we can confirm our understanding of both you AND your money.
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If you answered yes to the three questions, we want to be your financial firm, and we'll help you pursue whatever it is that you want for yourself and your family. Many of our clients see themselves as the family patriarch or matriarch. They may be small business owners or professionals; or they may have spent a long career working for a single employer or in a single industry.
Our purpose is to influence middle-class families to create multi-generational capital, thereby helping to make Cowley County the wealthiest county per capita in Kansas. Our primary mission is to inspire our clients to create personal financial and estate plans, including integrated investment management, so that they may achieve the benefits of multi-generational capital for themselves and their families.
Have you ever sat down and really thought about what you want out of life? Out of your job, your finances and your eventual retirement? The truth is, this is one of the most beneficial things you can do for yourself and for your financial future. Despite this, some financial advisors don't take the time to encourage a thoughtful examination of their client's short- and long-term goals and needs.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
As an employer, you share the responsibility for guiding your employees toward making decisions that will afford them greater financial freedom in retirement. But here's the quandary: Just as your workers look to you for financial guidance and advice, you must seek out an expert to help you navigate plan regulation and administration.
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