Overview
About StewardRight
Our passion is helping families and individuals build financial independence intentionally and strategically with vision and leadership for future generations.
Leadership for you and your loved ones brings purpose and focus to your plans. We may not be here forever, but when our legacy remains, what will it be?
Let us help you reflect on what's important today, think ahead for what will be important tomorrow, find your path and help you execute on it well.
Assist clients in:
• Financial Planning
• Estate Planning
• Business Succession Planning
• Investment Advising
• Identifying the goals most important to them.
• Reviewing current plans and resources to achieve the goals and
objectives.
• Finding competitive products, adjustments and creative solutions to meet their goals, regardless of the company and take action.
Leading Edge Financial Planning, LLC is a fee-based, independent Registered Investment Advisory firm and is registered in Kansas and Colorado and is registered or exempt in any other state in which it conducts business.
For any questions or concerns, please contact Michael Proctor, CCO for Leading Edge Financial Planning LLC at [email protected] or call (316)768-PLAN (7526).
Leadership for you and your loved ones brings purpose and focus to your plans. We may not be here forever, but when our legacy remains, what will it be?
Let us help you reflect on what's important today, think ahead for what will be important tomorrow, find your path and help you execute on it well.
Assist clients in:
• Financial Planning
• Estate Planning
• Business Succession Planning
• Investment Advising
• Identifying the goals most important to them.
• Reviewing current plans and resources to achieve the goals and
objectives.
• Finding competitive products, adjustments and creative solutions to meet their goals, regardless of the company and take action.
Leading Edge Financial Planning, LLC is a fee-based, independent Registered Investment Advisory firm and is registered in Kansas and Colorado and is registered or exempt in any other state in which it conducts business.
For any questions or concerns, please contact Michael Proctor, CCO for Leading Edge Financial Planning LLC at [email protected] or call (316)768-PLAN (7526).