Stoutheart Financial Group at 8621 E 21st N Suite 130, 67206 Wichita, Kansas

Description

Qualifications: CFP® CERTIFIED FINANCIAL PLANNER™ practitioner CLU® Chartered Life Underwriter ChFC® Chartered Financial Consultant Experience: 30 years of experience My Approach: Ameriprise private wealth advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, advise you on strategies for harnessing its potential and recommend ways to protect what is most important to you. The Seasons of Advice®approach is designed to help make managing your financial life easier and more rewarding, while fully re-evaluating your plan each year. Seasons of Advice® focuses on the following four seasons: Goal Tracking Season – We examine your progress, re-evaluate assumptions and possibly re-set goals and priorities for the year. Asset Allocation Season – Incorporating the criteria established in the goal tracking we examine risk tolerance, investment time frame and create an investment strategy for the next twelve months. Mid-Year Reviews - Family, Security and Cash Flow Season– Cash flow is revisited and there is a complete review of estate planning strategies, beneficiary designations and employee benefits, including the annual insurance reviews. Tax Planning Season – We evaluate your investments and provide tax-wise recommendations, plus we can coordinate with your accountant to help you make informed decisions about your investments during the next tax season. Seasonal Client Servicing®is a trade mark of HCA Consulting Inc. Areas of Focus: -Retirement Planning Strategies -Employee Stock Options -Charitable Giving -Small Business -Investments -Estate Planning Strategies -Saving for Education Licensing Information: AR Insurance # 44003 Working Together: Meeting with an Ameriprise Private Wealth advisor is an opportunity to examine your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise Private Wealth advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential strategies. While you won't receive a comprehensive review or financial planning services, you should expect to get a good sense of what it might be like to work together. We'll also review our ongoing Seasons of Advice™ model that features four pre-scheduled Seasonal Planning™ meetings that help keep you on track. What to bring- Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention. A list of dreams and financial goals you would like to achieve and time frame. If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives. Seasonal Client Servicing®is a trademark of HCA Consulting Services, Inc. Interests: I enjoy a round of Golf and Tennis when time and weather permit. I produce musicals for young adults with my wife, Debra, for the Wichita Scottish Rite Signature Theatre. I am passionate about Financial Literacy for Children. I’ve been known to appear on the Music Theatre of Wichita stage every once in a while. I’m also on my 18th of the 30 Major League Baseball parks that I have attended a game. I am an avid supporter of the WSU Basketball team and a member of SASO. Community Participation: -Wichita State University Performing Arts Angels, President -Wichita Downtown Rotary -Wichita Scottish Rite, 33rd degree mason -Executive Women International -Wichita Rotary Charitable Fund, Treasurer -Wichita State University Music Associates, Past President Awards & Recognition: -Ameriprise Circle of Success, 1989-2012 -Ameriprise Chairman's Advisory Council, 2002 Professional Associations: -Financial Planning Association of Kansas -Wichita Estate Planning Council, Past President Education: Wichita State University, Bachelor of Music, 1978 SEE IMPORTANT DISCLOSURES: Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.

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Wichita

Stoutheart Financial Group

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Bank/Financial Service category, Wichita