|
|
|
|
|
|
About The Planners Network Inc. |
As a financial advisor with over thirty years of experience, Bud's name and financial commentaries have appeared in CNNfn, BusinessWeek, USA Today, Financial Planning Magazine, Investment News, Ingrams Magazine, Journal of Financial Planning, Institute Today, Society Leader, The Kansas City Star, the Kansas City Business Journal as well as several other Kansas City suburban newspapers.
Bud was the first Certified Financial Planner? (CFP®) selected to do The Kansas City Star's popular "Money Makeover" that launched the Star's award winning MoneyWise section of their Sunday paper. Bud has also been featured for his retirement planning and money management expertise for ABC/KMBC--Channel 9's "Financial Planning Forum". He has also been interviewed by NBC/KCTV and CBS/WDAF television.
As a Certified Financial Planner? (CFP®) professional, Bud was recognized by his fellow CFP® practitioners by being elected as the first two term President of the Heart of America Society of the Institute of Certified Financial Planners. Bud also served as the first chairman of the Financial Planning Association of Greater Kansas City.
Often asked to speak on subjects related to retirement planning and investment management, Bud has addressed many corporations, organizations and the public at large on topics such as, "How to prepare for Retirement?", "How to correctly rollover corporate pension lump sums and 401(k)'s?" and "Retirement Income and Money Management: How does it all work?"
When a person becomes a client of they become a member of our family, and as such your total financial well being is our constant concern. |
|
| |
|
|
General Information |
|
|
| Work with the following types of clients: |
Individual Investors
|
|
| Advisory Services Provided: |
Financial Planning for Individuals, Retirement Planning, Estate Planning & Trusts, Financial Advice & Consulting, Insurance Planning, Annuities
|
|
| |
|
|
|
Services |
| Investment Types: |
Annuities, Insurance, Exchange Traded Funds (ETFs)
|
|
| Can meet clients in the following ways: |
Phone, Our Office
|
|
| |
|
Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant
|
|
| Securities Licenses: |
Series 7, Series 63
|
|
| Insurance and Annuity Licenses: |
Variable Life, Life, Annuity
|
|
| |
|
|
|
|
|
Compensation and Fees |
| Minimum Portfolio Size for New Managed Accounts: |
100,000
|
|
| |
|
| |
| |
|
|
