1. Why do I need a financial advisor? Can't I do it on my own?
The question is, do you need professional help in order to create and implement an effective financial plan? To some degree, this depends on your unique situation, but most people will find that they are better off seeking the information, expertise, experience, and discipline provided by a
financial advisor.
2. What can I expect from a financial advisor?
Hiring an advisor provides you with knowledge and resources with which to approach planning your financial future. Specifically, financial professionals can help to:
3. What can I expect from my first appointment?
Your first appointment is an opportunity to clarify your financial goals as we gather all the information we need that tells us where you are at today.
Learn more about OUR PROCESS.
4. How do I schedule an appointment?
There are multiple ways to get in touch, please use whatever is most convienent for you.
5. What do I bring to my appointment?
In order to make our meeting productive, we would ask that you bring with you any of the following that applies to your current financial situation:
6. How much does an appointment cost?
There is no charge for your first appointment. This is an opportunity for us to get to know each other and decide if it make sense to take the next step. If we can add value to your financial situation and our process resonates with you, we typically move to the next step and discuss how we get paid.
The question is, do you need professional help in order to create and implement an effective financial plan? To some degree, this depends on your unique situation, but most people will find that they are better off seeking the information, expertise, experience, and discipline provided by a
financial advisor.
2. What can I expect from a financial advisor?
Hiring an advisor provides you with knowledge and resources with which to approach planning your financial future. Specifically, financial professionals can help to:
- Avoid costly mistakes, manage risk, and save time so you can do what you enjoy doing.
- Guide you through the maze of retirement options -- 401(k), IRA, Roth IRA, pensions, annuities, etc --
- Help you decide when to start drawing your social security or railroad retirement benefits.
- Decrease your estate tax liability, thereby aiding the financial stability of your loved ones.
- Reach your education savings goals through 529 Plans and other techniques.
- Determine the type and amount of insurance you need to protect yourself, your family, and your assets.
- Minimize your taxes and plan to reduce future tax impact.
3. What can I expect from my first appointment?
Your first appointment is an opportunity to clarify your financial goals as we gather all the information we need that tells us where you are at today.
Learn more about OUR PROCESS.
4. How do I schedule an appointment?
There are multiple ways to get in touch, please use whatever is most convienent for you.
- Phone: (785-271-1798)
- Ken's Email: HeyKen@theharvestsolution.com
- Brittany's Email: HeyBrittany@theharvestsolution.com
- Fill out THIS FORM
5. What do I bring to my appointment?
In order to make our meeting productive, we would ask that you bring with you any of the following that applies to your current financial situation:
- Investment statements (bank savings & CD's, Mutual Funds, etc.)
- Most recent retirement plan statements such as 401(k), 403(b), etc.
- Any life insurance policies you own with related statements.
- Any long term care insurance policies you own.
- Any pension plan documents.
- Estimate of Social Security or Railroad Retirement Benefits.
- Value & Cash Flow from investment real estate.
- Any loan or mortgage statements.
- A list of your other current liabilities.
- Trusts or other estate planning documents
- Your most recent income tax return.
- Anything else that might pertain to your current financial situation.
6. How much does an appointment cost?
There is no charge for your first appointment. This is an opportunity for us to get to know each other and decide if it make sense to take the next step. If we can add value to your financial situation and our process resonates with you, we typically move to the next step and discuss how we get paid.
