financial planning and investment management

Let’s talk — with no obligation.
To schedule an appointment with Stepp & Rothwell to discuss how we could work together, please call 913-345-4800 during regular business hours or email: info@steppandrothwell.com.

Tell us how your financial matters could be changed to make you happy. We’re ready to listen.

NOTE: An important benefit of choosing Stepp & Rothwell as your financial planning partner is improved organization of your financial documents. If you aren’t as organized as you would like to be, and you have investment papers, transaction documents, and other miscellaneous paperwork scattered around, then you will get immediate peace of mind when we help you pull it all together in one place.

 


NO-OBLIGATION MEETING
  • Explain your situation
  • Discuss your needs
  • Ask how we can help
  • Get client references
  • Get organization tips

The first thing you’ll notice is how well we listen.