William Jenkins Dcfp

FAQ About William Jenkins Dcfp

• What is William Jenkins Dcfp's address?

  William Jenkins Dcfp is located at
  Kansas City Metropolitan Area, Kansas City Metropolitan Area, United States

• What is William Jenkins Dcfp's job title?

  William Jenkins Dcfp is a
  I help clients create and implement comprehensive goal-based plans that are individually customized and can include strategies to help: • MANAGE your money and enjoy the present. • GROW your assets to provide for the future. • PROTECT your family, lifestyle, and property. • GIVE to people and causes important to you. I work with individuals and families in every stage of the wealth life cycle – from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies - helping them to achieve their goals through plans that can incorporate one or more of the following focus areas: • Financial planning • Retirement planning • Wealth management • Investment management • Money management • Tax minimization planning • Saving for college • Social Security planning • Business planning and succession • Estate planning • Charitable giving • Risk management (insurance) • Employer-sponsored retirement plans DISCLOSURES & DISCLAIMERS: 1) I am licensed to sell securities in multiple states, and I offer securities, investment advisory services, & financial planning through Comprehensive Wealth Planning, LLC, which is a state Registered Investment Advisor (RIA) offering products and services to clients nationally. 2) I am licensed to sell insurance (Life, Health, & Annuities) in multiple states. 3) I am licensed to practice law in KS & MO. 4) Content is published solely for informational purposes. 5) Content is not legal, financial, investment, or tax advice. 6) Content is not a solicitation nor an offer to buy or sell any investment product. 7) Content does not create an attorney-client relationship with anyone. 8) You should discuss your particular facts and circumstances with your attorney and/or your financial/investment/tax advisor/professional for advice. 9) All investments & strategies have the potential for gain or loss. Moneta

• What industry does William Jenkins Dcfp currently work in?

  William Jenkins Dcfp currently works in the
  Moneta

• What is William Jenkins Dcfp's area of expertise?

  William Jenkins Dcfp specializes in
  I help clients create and implement comprehensive goal-based plans that are individually customized and can include strategies to help: • MANAGE your money and enjoy the present. • GROW your assets to provide for the future. • PROTECT your family, lifestyle, and property. • GIVE to people and causes important to you. I work with individuals and families in every stage of the wealth life cycle – from young high earners on track to building lasting wealth to ultra-high-net-worth clients with complex multi-generation financial legacies - helping them to achieve their goals through plans that can incorporate one or more of the following focus areas: • Financial planning • Retirement planning • Wealth management • Investment management • Money management • Tax minimization planning • Saving for college • Social Security planning • Business planning and succession • Estate planning • Charitable giving • Risk management (insurance) • Employer-sponsored retirement plans DISCLOSURES & DISCLAIMERS: 1) I am licensed to sell securities in multiple states, and I offer securities, investment advisory services, & financial planning through Comprehensive Wealth Planning, LLC, which is a state Registered Investment Advisor (RIA) offering products and services to clients nationally. 2) I am licensed to sell insurance (Life, Health, & Annuities) in multiple states. 3) I am licensed to practice law in KS & MO. 4) Content is published solely for informational purposes. 5) Content is not legal, financial, investment, or tax advice. 6) Content is not a solicitation nor an offer to buy or sell any investment product. 7) Content does not create an attorney-client relationship with anyone. 8) You should discuss your particular facts and circumstances with your attorney and/or your financial/investment/tax advisor/professional for advice. 9) All investments & strategies have the potential for gain or loss.

• Which languages does William Jenkins Dcfp speak? 

  William Jenkins Dcfp speaks the following languages:
  No languages available.

• Which industries has William Jenkins Dcfp previously worked in?   

  William Jenkins Dcfp has prior experience in the following industries:
  Moneta , Usi Insurance Services , Lewer Benefits , Lewer Financial Advisors , Massmutual , Massmutual , The Tax Institute At H And R Block , Us Attorneys Office Western District Of Missouri , Us District Court District Of Kansas , Kansas Highway Patrol , H And R Block , Us Army

• What is William Jenkins Dcfp’s work experience?  

  William Jenkins Dcfp has the following professional experience:
  Moneta , Usi Insurance Services , Lewer Benefits , Comprehensive Wealth Planning , Lewer Financial Advisors , Massmutual , Jenkins Legal , Massmutual , The Tax Institute At H And R Block , Us Attorneys Office Western District Of Missouri , Us District Court District Of Kansas , Kansas Highway Patrol , H And R Block , Us Army .

• How can I find William Jenkins Dcfp on LinkedIn?  

  You can view William Jenkins Dcfp’s
  LinkedIn profile at LinkedIn URL.

• What are William Jenkins Dcfp’s work email addresses?  

  William Jenkins Dcfp’s work email addresses are
  [email protected] .

• What company does William Jenkins Dcfp work for?  

  William Jenkins Dcfp works at
  Moneta