Russ Kefauver
Russ also proudly supports the Foundation for Financial Planning which brings free, professional financial advice to wounded veterans, domestic violence survivors, and many others. Russ believes that every client needs help realizing their Big Ideas and that smart financial planning goes a long way toward helping clients enjoy life's simple pleasures.
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.
Our Team
Jay is a Certified Financial Planner (CFP®) professional and Executive Vice President of Flagship Harbor Advisors. As a Certified Financial Planner" practitioner, Jay follows a strict code of ethics in developing, implementing and monitoring each client's financial plan and investment strategy. Jay also focuses a significant amount of his time on firm management and development, and fulfills the role of Chief Compliance Officer which includes providing leadership and coaching to the firm's strong network of independent advisors. Jay graduated from Trinity College in Hartford, CT, with a Bachelor of Arts Degree in Economics.
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LPL Financial
LPL Financial
AK, AL, AZ, CA, CO, FL, GA, IA, ID, IL, KY, MD, MI, MN, NC, NH, NV, NY, PA, OH, SC, TN, TX, VT, VA, WI
19
14
Yes
Yes
Yes
Yes
I have a clean record
I have a clean record
AWMA®, CRPC®
Series 7, Series 66
Long Term Care, Life, Annuity, Disability
Financial Planning Association (FPA)
76778
Your Office, Email, Video Conference, Your Home, Our Office, Phone
Fee-Based
$100,000
Flat Fee, Based on Assets
Yes
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor 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
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: AK, AL, AZ, CA, CO, FL, GA, ID, IL, IN, KY, LA, MD, MI, MN, NC, NH, NV, PA, SC, TN, TX, VA, VT, WI
