Financial Advisor & Retirement Planning KC By LPL Financial
(4 Reviews)
Using the information we discussed in Step 1, we will design & build a customized strategy that focuses on your goals while managing risk, fees & taxes. This part is mostly done behind the scenes by us & then shared with you upon completion.
Official Website
Highlights
We’ve sourced these Highlights directly from the business, so there may be some errors or omissions. Let us know if you have any feedback or suggestions on how to make this information better!
In Business Since 2019
Services Offered
We’ve sourced this information directly from the business, so there may be some errors or omissions. If you have any feedback or suggestions on how we can improve this feature, we'd love to hear from you!
- Investment Management
- Tax Planning
- Maximize Social Security
- Estate Planning
- Small Business Planning
Sentiment Analysis
Johnathan Hines helped me rollover my 401k from my previous employer and has exceeded my expectations managing my IRA (I would argue it would exceed anyone's expectations).
Helped me open my first Roth IRA account & taught me about all of my investment options & the various account types that exist.
The entire process was very educational & in no way did I ever feel pushed or pressured to make a decision or to buy something, in fact I was told if I had any hesitations about any part of our plan to go home & sleep on it & make a list of additional questions that come to mind to discuss later in the week.
I was quite surprised when the option he recommended was actually the lowest cost option as well, in the past financial advisors seemed to always give a reason to pay extra commissions for certain investments.
Your opinion is important
We invite you to share your experience in a review.
Read more reviews on:
Please leave us a review and let us know about your experience.