Our Focus
Comprehensive Solutions For Your Financial Goals
Our retirement planning process is focused on ensuring you have enough money to live comfortably and maintain your desired lifestyle when you stop working.
Our investment management philosophy focuses on diversification to provide consistent returns and minimize volatility.
We believe financial literacy is the foundation for building a secure future which is why Sarver Vrooman Wealth Advisors prioritizes educating our clients every step of the way.
Many of our clients opt to retire before 59 ½ and we help them explore options for accessing their retirement accounts early without paying premature distribution penalties.
Alternative investments such as private equity, may come with significantly higher risk, but can provide additional diversification beyond traditional stocks and bonds potentially reducing volatility and enhancing returns.
Employee Owners
Helping Employee Owners
The team at Sarver Vrooman Wealth Advisors takes an active role in supporting children’s charities in the Greater Kansas City area, including Daughters of the American Revolution (DAR), KC Stem Alliance, MS150, and The Barstow School. In addition, the team has a history of mentoring college students. Past college students who have worked for the team have gone on to work for Morningstar, Bloomberg, Cerner, Waddell and Reed, and other successful companies.
Step 1
Assess Your Current Financial Situation
The first step in our financial planning process is determining your current financial situation by evaluating your income, savings, and investment accounts to understand your starting point.
Step 2
Set Clear Financial Goals
Defining your goals and financial objectives such as investing for retirement, planning an early retirement, or creating a retirement income strategy.
Step 3
Create and Implement
Create a comprehensive financial plan and investment strategy tailored to your goals and risk tolerance. We meet regularly to monitor and refine your plan.