Kathy Stepp

Founder at STEPP & ROTHWELL INC. - Overland Park, KS, US

Kathy Stepp's Contact Details
HQ
N/A
Location
Kansas City, Missouri Area
Company
STEPP & ROTHWELL INC.
Kathy Stepp's Company Details
STEPP & ROTHWELL INC. logo, STEPP & ROTHWELL INC. contact details

STEPP & ROTHWELL INC.

Overland Park, KS, US • 20 - 49 Employees
Financial Services

Stepp & Rothwell, Inc. is a fee-only financial planning and investment advisory firm headquartered in the Kansas City metro area. We provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. Our typical client's net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size.

Holistic Financial Planning Personal Financial Planning Comprehensive Financial Planning Estate Planning Investment Management Insurance Planning & Risk Management Charitable Gift Planning Education Funding Planning Income tax planning & optimization Insurance Planning & Risk Management Income tax planning & optimization
Details about STEPP & ROTHWELL INC.
Frequently Asked Questions about Kathy Stepp
Kathy Stepp currently works for STEPP & ROTHWELL INC..
Kathy Stepp's role at STEPP & ROTHWELL INC. is Founder.
Kathy Stepp's email address is ***@steppandrothwell.com. To view Kathy Stepp's full email address, please signup to ConnectPlex.
Kathy Stepp works in the Financial Services industry.
Kathy Stepp's colleagues at STEPP & ROTHWELL INC. are Brooklyn Gormly, Howard Rothwell, Ron Fredman, Samantha Woodrow, Kyle Hammel, Bob Pearson, Ross Lehman and others.
Kathy Stepp's phone number is N/A
See more information about Kathy Stepp