The Best Financial Advisors in Lawrence KS. Meet the Elite List for 2022.
1). Ryan Lohmeyer, CPA, CFP®
Ryan Lohmeyer is a Certified Public Accountant and Certified Financial Planner™ who provides comprehensive financial planning and tax services to individuals and businesses in Lawrence, Kansas. He has over 20 years of experience in the financial services industry, and he specializes in helping clients with retirement planning, investment management, and estate planning. Ryan resides in Lawrence KS.
- Ryan has over 20 years of financial services and business management experience, including working as a CPA and opening/operating a multi-unit franchise.
- He graduated from the University of Kansas with dual majors in Business Administration and Accounting, as well as a Master’s in Accounting and Information Systems.
- Ryan also holds the Certified Financial Planner™ (CFP®) certification and the Certified Public Accountant (CPA) designation.
Get in Touch
If you're looking for a financial advisor who can help you plan for your future, then get in touch with them today.
2). Dale Bourne
Dale Bourne is a Certified Financial Planner™ who has been providing financial planning and investment management services to individuals, families, and businesses in Lawrence, Kansas for over 25 years. He specializes in helping clients with retirement planning, estate planning, and investment management.
- Dale began his financial services career 20 years ago with the wealth management firm Piper Jaffray in 2000.
- He then went to work for the investment banking firm called George K. Baum Co. in KC prior to joining the Lohmeyer-Bourne Financial Group's comprehensive wealth management practice at Piper Jaffray in 2004.
- Dale graduated from Washburn University with a Bachelor of Business Administration in Finance and a Master of Business Administration. He later earned his Financial Planning Certificate from Boston University
How to Find a Financial Advisor in Lawrence KS
When it comes to financial planning, it's important to find a qualified professional who can help you make the best decisions for your future. But with so many financial advisors out there, how can you be sure you're choosing the right one? Here are four tips to help you find the best financial advisor in Lawrence, KS.
Step 1. Check for credentials
When you're looking for a financial advisor, you want to make sure they have the credentials to back up their advice. Do some research to see if they have any professional designations like Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA). Also, check to see if they have a degree in finance or a related field. These credentials will give you peace of mind knowing that your advisor is qualified to help you with your finances.
Step 2. Ask about experience.
In addition to credentials, you'll also want to ask about an advisor's experience. How long have they been working in the industry? Do they have experience dealing with clients in your situation? For example, if you're a small business owner, you'll want to find an advisor who has experience working with other small businesses. The more experience an advisor has, the better equipped they'll be to deal with any challenges that come up.
Step 3. Find out how they're paid.
When it comes to financial advice, you should never have to pay upfront for services. However, some advisors do charge hourly fees or annual retainers. others may be compensated based on commission from the products they sell, such as insurance policies or investments. It's important to find out how an advisor is paid so you can be sure their advice is unbiased and in your best interest.
Step 4. Schedule a consultation.
Once you've done your research and narrowed down your options, it's time to schedule a consultation with each of the advisors on your shortlist. This will give you a chance to meet them in person and get a feel for their personality and communication style. It's also an opportunity to ask any remaining questions and get more specific advice on your financial situation.
Why is it Important to Find the Best Financial Advisor in Lawrence Kansas?
01
A Financial Advisor Can Help Your Save Money
One of the most important things a financial advisor can do for you helps you save money. They can do this in a number of ways, such as helping you invest in lower-risk products, negotiating better interest rates on loans, and helping you stay disciplined with your spending.
02
Help You Make Money
In addition to helping you save money, a financial advisor can also help you make money. They can do this by helping you invest in higher-return products, such as stocks and mutual funds, and by providing guidance on when to buy or sell these products.
03
Financial Advisors Help you Plan for Retirement
Another important role of an advisor is helping you plan for retirement. They can do this by helping you estimate how much money you will need to retire comfortably, choosing the right mix of investments to reach your goals, and providing guidance on when to start taking Social Security benefits.
04
They Can Help You With Your Risk Management
A financial advisor can also help you manage your risk. This includes helping you determine how much risk you are comfortable taking with your investments, diversifying your portfolio to minimize losses, and selecting insurance products that will protect you from unforeseen events.
Wealth Managers can provide peace of mind
Perhaps the most important benefit of working with financial advisors is the peace of mind that they can provide. Knowing that someone is looking out for your best interests and has your long-term financial goals in mind can be a huge weight off of your shoulders.
Meet the Best Financial Advisors Lawrence KS and Get Your Finances on Track Today
Choosing a financial advisor is an important decision that should not be taken lightly. By following these four tips, you can be sure you're choosing the right advisor for your needs.
With the help of a qualified professional, you can take control of your finances and achieve your financial goals.
FAQs
How do I find the best financial planning and advisor in Lawrence Kansas?
The best way to find a financial advisor in Lawrence Kansas is to ask for recommendations from friends or family members who have used an advisor in the past. You can also search online for reviews of local advisors. Once you have a few options, you should schedule consultations with each of the advisors on your shortlist to find the one that is the best fit for you.
How much does an advisor cost in Lawrence Kansas?
The cost of a financial advisor in Lawrence Kansas varies depending on the type of services you need and the advisor's fee structure. Some advisors charge hourly fees, while others may charge annual retainers or commissions on the products they sell. Be sure to ask about an advisor's fee structure before you commit to working with them.
What services does an advisor provide in Lawrence Kansas?
A financial advisor in Lawrence Kansas can provide a number of services, such as helping you save money, make money, and plan for retirement. They can also help you manage your risk and provide peace of mind.
What should I look for in financial planning help in Lawrence Kansas?
When searching for a financial advisor in Lawrence Kansas, you should look for someone who is experienced and has a good track record. You should also make sure that the advisor is fee-only, which means they do not receive commissions on the products they sell. Finally, you should feel comfortable communicating with the advisor and have confidence in their ability to help you reach your financial goals.
What are the benefits of working with a financial advisor in Lawrence Kansas?
Some of the benefits of working with a financial advisor in Lawrence Kansas include having someone to help you save money, make money, and plan for retirement. Financial advisors can also help you manage your risk and provide peace of mind.
How Do Financial Planners Help your Financial Future?
Financial planners are important for helping people save money and plan for their future. A financial planner can help you set goals, track your progress, and make changes to your plan as needed. They can also provide advice on Investing, saving for retirement, and managing debt. In addition, financial planners can help you stay organized and on track by providing resources and tools to keep you accountable. While there are many benefits to working with a financial planner, the most important thing is that they can help you achieve your financial goals. Whether you're looking to save for retirement or simply want to get a better handle on your finances, a financial planner can be a valuable resource.
What Kind of Services do Financial Planners Offer?
Financial planners offer a wide variety of services, from helping to develop a budget to investing money and planning for retirement. In general, financial planners work with clients to assess their financial needs and goals, and then develop a plan to meet those goals. This may include creating a budget, saving for retirement, investing in stocks and mutual funds, or any number of other financial activities. Many financial planners also offer special services, such as estate planning or tax preparation. As a result, they can provide a valuable resource for anyone who wants to get their finances in order.
What is an Investment Portfolio?
An investment portfolio is a collection of investments, such as stocks, bonds, and mutual funds. The mix of investments in a portfolio depends on the investor's goals, risk tolerance, and time frame. For example, a young investor who is willing to take on more risk may have a portfolio that is heavily weighted in stocks, while an older investor who is saving for retirement may have a portfolio that is mostly bonded. The key to successful investing is to create a diversified portfolio that meets your specific objectives. By spreading your money across different asset classes, you can minimize your risk and maximize your potential return. With a well-designed investment portfolio, you can confidently pursue your financial goals.
What is Tax Planning?
Tax planning is the process of making decisions about how to structure your finances in order to minimize your tax liability. This can involve things like choosing which investments to make, deciding when to sell property or assets, and planning for major life events like retirement. While there are many complex rules and regulations around taxes, there are also a number of strategies that can help you reduce your tax bill. With a bit of careful planning, you can minimize your tax liability and keep more of your hard-earned money in your pocket.
What is an Investment Strategy?
An investment strategy is a set of guidelines that an investor uses to make decisions about what investments to buy or sell, and when to buy or sell them. Many factors can be considered when developing an investment strategy, including the investor's goals, risk tolerance, and time horizon. The guidelines should be based on a thorough analysis of the market and the specific investments involved. Once an investment strategy is in place, it can help an investor to avoid making impulsive decisions that could jeopardize their portfolio. Creating and sticking to an investment strategy can be difficult, but it can be a valuable tool for achieving long-term financial success.
