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Home > Financial Planner Directory > Kansas > Overland Park > Ronald P. Schwantes, CFP®

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Ronald P. Schwantes, CFP®

Shepard & Associates, Inc.

8655 College Blvd
Overland Park, KS 66210
Phone: (913) 362-2712 x202
Fax: (913) 362-2799

Saved in Saved Planners

Household Income Minimum: $50,000
Investable Asset Minimum: $100,000

Specialties

Comprehensive Financial Planning
401(k)/403(b)/IRAs
Asset Allocation
Estate Planning
Investment Management
Mutual Funds
Insurance
Job Loss
Retirement
Stocks & Bonds
Long-term Care

How Planner Charges

Combination Fee/Commission

Considerations: Similar to other Professionals (CPA's, attorney, physicians), we are compensated from fee based financial planning, asset management and retainer.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.