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Our investment philosophy is to manage the risk in your portfolio at the level needed to meet your financial goals. We believe a diversified portfolio with the appropriate amount of risk for each goal will help attain financial independence for you and your family.
We tailor each client’s investment portfolio with an allocation of stocks, bonds, mutual funds and ETFs to help sustain the volatility that has become the norm for most investors. With goals-based investing, knowing when to reduce risk in the 529 Plan for your high school student while seeking growth in your 401K Plan is of utmost importance. For added security, we partner with Scottrade and SEI as the custodians of your assets, utilizing no-load, no transaction fee funds with low expense ratios, whenever possible.
WARRANTIES & DISCLAIMERS
There are no warranties implied.
Sapphire Wealth Planning LLC is a registered investment adviser located in Overland Park, KS. Sapphire Wealth Planning LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Sapphire Wealth Planning LLC's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Sapphire Wealth Planning LLC's web site on the Internet should not be construed by any consumer and/or prospective client as Sapphire Wealth Planning LLC's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Sapphire Wealth Planning LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Sapphire Wealth Planning LLC, please contact the state securities regulators for those states in which Sapphire Wealth Planning LLC maintains a registration filing. A copy of Sapphire Wealth Planning LLC’s current written disclosure statement discussing Sapphire Wealth Planning LLC's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Sapphire Wealth Planning LLC upon written request. Sapphire Wealth Planning LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Sapphire Wealth Planning LLC's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.
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