Russ is an Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor with over 17 years of financial planning experience. He is a member of the Flagship Harbor Advisors network, and also a member of the Financial Planning Association.
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.
Kefauver Financial Planning & Wealth Management works with families and professionals needing serious financial planning and investment assistance for lifes important milestones, such as the approach to, and time in, retirement.
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.
Jay Sawyer
CFP®
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.
General Information |
| Firm Start Year: | 2010 | |
| Insurance License#: | 976020 |
| Name of Broker/Dealer: | LPL Financial |
| Name of Custodial Firm: | LPL Financial |
| States Licensed in: | AK, AL, AZ, CA, CO, FL, GA, KS, IA, ID, IL, KY, LA, MD, MI, MN, NC, NH, NV, PA, SC, TN, TX, VT, WI |
| Number of Years with Current Firm: | 13 |
Services |
| Investment Types: | 76778 |
| Can meet clients in the following ways: | Phone, Our Office, Your Home, Email, Your Office, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Disability, Annuity, Long Term Care, Life |
| Financial Organization Memberships: | Financial Planning Association (FPA) |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
Disclosures |
|
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 |
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: 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 |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 8:30 AM - 6:00 PM |
| Tue. | 8:30 AM - 6:00 PM |
| Wed. | 8:30 AM - 6:00 PM |
| Thu. | 8:30 AM - 6:00 PM |
| Fri. | 8:30 AM - 6:00 PM |
| Sat. | 9:00 AM - 12:00 PM |
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