Retirement can be scary
With all the noise out there, it can be hard to know whom to trust or where to go to for personalized advice. People’s nest eggs have unfortunately become sales opportunities by many looking to take advantage of retirees or pre-retirees who don’t have the education or knowledge to understand all the hidden fees and/or high commissions in some of today’s complex investment products.s.
The heart of a teacher, not the attitude of a salesmen
The Smartvestor Pro program (formerly ELP or Endorsed Local Provider) helps take the stress out of finding someone that has your best interest at heart and is endorsed by our radio colleague Dave Ramsey, as well as other notable industry figures such as George Kamel, Ken Coleman, Dr. John Delony, and Rachel Cruze.
Not just a ‘financial planner’ or ‘investment manager’
Smart planning involves going beyond merely picking or managing investments, and a great financial professional does more than just that. We earned being called SmartVestor Pros because of our experience and knowledge in the industry as well as our passion and drive to help and educate others. We’re people you can relate to and share your dreams with, and we’ll work together to create a comprehensive plan that involves not just investments, but also integrates tax reduction and other aspects that compromise the entirety of your financial life.
Money is important, but
what it can do for you is more important
We want to help you reach your specific goals by educating and empowering you, which always starts with finding out what is important to you. Money, like anything else, is just a tool. Your money should be working for you to help create memories and enjoy retirement, whether that be traveling, visiting grandkids, supporting your favorite charity or church, or whatever else is important to you.
Money shouldn’t be something you worry about; it should be something that helps you and those you care about enjoy a better life. Our goal is to aid you in building a plan to do just that.
Schedule a time to speak with one of our Smartvestor Pros today!
Investment advisory services offered through Next Generation Investing, LLC, a Registered Investment Adviser. The Next Generation Investing, LLC Form CRS can be found here & form ADV Part 2 here.
Securities offered through World Equity Group, Inc., member FINRA and SIPC. The World Equity Group Form CRS can be found here.
The Retirement Team and Next Generation Investing, LLC are not owned or controlled by World Equity Group, Inc. Visit http://brokercheck.finra.org/ for more information.
The generalized information we provide regarding tax minimization planning is not intended to, and cannot be used by anyone to avoid paying federal, state, or local municipality taxes or penalties only reduce them. You should seek advice based on your particular circumstances from an independent tax advisor, as tax laws are subject to interpretation and legislative change and are unique to every specific taxpayer’s particular set of facts and circumstances. Investing entails risks, including possible loss of principal. Voted 'Best of Topeka' by Topeka Capital Journal Readers as Best Accountant & a finalist for Best Financial Planning Services in 2022, Best Accountant, Ryan Shumaker as Best Financial Planner, & The Retirement Team as Best Financial Planning Firm in 2021, Best Accountant, Ryan Shumaker as Best Financial Planner, & Best Financial Planning Firm in Topeka in 2020, finalist for Best Financial Planning Firm and Ryan Shumaker as Best Financial Planner in 2019, as well as Best Financial Planning Firm and Roger Shumaker Best Financial Planner in 2018. Prior to 2018 finalists to the 'Best of Topeka' were selected by editorial and advertising staff of the Topeka Capital Journal & potentially based on if they were an advertiser to the publication or not. Since then finalists have been selected by readers each year via written nominations followed by a voting round.