About Kefauver Financial Planning & Wealth Management
Kefauver Financial Planning & Wealth Management tends to focus on the needs of families and
professionals, and those who look to us for serious financial planning and investment
assistance on
the approach to, and duration of, retirement. We'll strive to give you the attentiveness
deserving
of that important honor.
From more than two decades of financial planning and service, we are convinced of three simple
things:
Everyone has BIG IDEAS to fund.
You have meaningful, life-long aspirations. Whether retirement or something else, these need
consistent action and a financial plan. We can help with both.
Funding starts by AVOIDING MISTAKES.
Our most important work is to help you avoid the Big Mistake: over-reaction to life stress or
market
conditions during moments that risk derailment of long-term plans.
SMART PLANNING can help you get there.
Flexible, comprehensive financial planning and thoughtful advice can provide reassurance as you
endeavor to enjoy more of life's simple pleasures. Let's start today.
See Disclosures
General Information
Firm Start Year
2010
No. of Employees
2-4
Compliance
Qualifications & Membership
Compensation and Fees
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures
Disclaimer
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Flagship Harbor Advisors, LLC, a registered investment advisor. Kefauver Financial Planning & Wealth Management and Flagship Harbor Advisors, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, IL, MA, MD, NC, NH, NV, PA, TN, VT, WV.