Stepp & Rothwell, Inc.

Stepp & Rothwell, Inc. is a fee-only financial planning and investment advisory firm headquartered in the Kansas City metro area. We provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. Our typical client’s net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size.

网站

https://www.steppandrothwell.com

Stepp & Rothwell, Inc.的外部链接

所属行业

金融服务

规模

11-50 人

总部

Overland Park，Kansas

类型

私人持股

创立

1992

领域

Holistic Financial Planning、Insurance Planning & Risk Management和Income tax planning & optimization