Benefits of a Certified Financial Planner

A Certified Financial Planner professional is an individual who has a demonstrated level of financial planning technical knowledge, has experience in the field, and holds to a client-centered code of ethics.

As a CFP, Steve F. Mankameyer will help you to:

  • Set realistic financial and personal goals
  • Assess your current financial health by examining your assets, liabilities, income, insurance, taxes, investments*, and estate plan
  • Develop a realistic, comprehensive plan to meet your financial goals by addressing financial weaknesses and building on financial strengths
  • Put your plan into action and monitor its progress
  • Stay on track to meet changing goals, personal circumstances, stages of your life, products, markets, tax laws, etc.

As more and more people call themselves "financial planners", finding the right professional to address your needs isn't always easy, and it's hard to know who to trust.

You can rest assured that Steve will put you and your needs at the center of every financial planning situation.

Call 913.851.2900 or e-mail smankameyer@sfsrep.com to get started today!