Lee’s Summit’s WiseWealth marks 10 year milestone with launch of national program and retirement resource book
Lee's Summit, MO
05/31/2017 12:18 PM
LEE’S SUMMIT, Mo. (May 31, 2017) - WiseWealth, LLC is celebrating 10 years of providing financial services to clients. WiseWealth is a cornerstone in Downtown Lee’s Summit, employing six full-time employees with more than 50 years of combined experience. Since opening its doors 10 years ago, the independent, full-service Registered Investment Advisor firm has serviced nearly 500 households, specializing in wealth planning, wealth management, wealth transfer planning and workplace financial education.
To accompany the firm’s 10th anniversary milestone, Stephen Stricklin, Certified Financial Planner, President and Founder of WiseWealth is releasing his debut book, Simplify Your Retirement, a resource guiding consumers through retirement income planning.
Additionally, Stricklin created and launched a national speakers bureau program, Simplify Your Retirement, which allows the financial literacy speaker to achieve dual goals: educate consumers and take the complexity out of retirement. Stricklin and his team incorporate Simplify Your Retirement tips into daily practices to help clients navigate the road to financial peace.
Stricklin is an active member of the Lee’s Summit community with a presence in many local groups and activities, including Rachel House, Downtown Lee’s Summit Main Street, the Lee’s Summit Chamber of Commerce and more. He is also very involved with his church where he volunteers his time by leading a speaking series, Managing God’s Resources, and participates in regular missions trips.
Stephen Stricklin, Certified Financial Planner, President and Founder of Wise Wealth, LLC helps clients build a solid financial future through retirement income planning. Find more information about Wise Wealth, here: www.wisewealth.com . For more information or to book Stephen Stricklin as a motivational public speaker, please visit: www.stephenstricklin.com . To purchase Stricklin’s book, Simplify Your Retirement, please visit: www.amazon.com .
When Stephen Stricklin founded Wise Wealth LLC, he was motivated by the desire to bring financial wisdom to his clients. As a former teacher and counselor, Stephen understood the role knowledge plays in wealth management and preservation. He enjoys working with business owners, professionals, families and individuals in Lee’s Summit and the Kansas City metro area who believe wealth is a tool that needs to be managed wisely in order to produce the best results.
Stephen is a Certified Financial Planner® (CFP) and holds life and health insurance licenses as well as securities licenses. Invite him to be a guest speaker at your next event to share his expertise and philosophy when it comes to retirement planning.