Certified Financial Advisors
Our retirement planning and financial advisors are highly trained Certified Financial Planners (CFP®) that specialize in developing and managing strategies to maximize your wealth and financial independence. Unlike the banks, we don't sell you glorified services; we build them.
What we do.
Our financial advisors can help with all your financial advice needs, whether your situation is straight-forward or out of the ordinary.
We also believe that professionals are failing to clearly define the services that the public has available to them. They are also failing to clearly communicate the scope and cost of those services leading to a hesitation for people to engage to get the Financial Planning and Investment Management assistance that they need.
We also believe that most people do not realize that the phrase “Financial Advisor” has no specific meaning in the industry as just about anybody can call themselves a “Financial Advisor”. There are many licenses and designations available in the industry and some are clearly more worthwhile than others.
We believe it is your best interests to seek out and engage qualified and experienced Financial Professionals for Financial Planning and Investment Management assistance. The value gained from effective Portfolio Construction, Risk Management, Tax Avoidance, and Income Generation at a professional level should far outweigh the cost of engaging a Financial Professional.
Kurt Rohrs, CFP®, ChFC®, CLU®, MBA
President, Southwestern Retirement Planning Advisors, Inc.