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Open Road Wealth Management

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Financial Lingo

Take a look at these terms and become educated on how we approach financial planning and investment management.

These are our very own easy-to-understand definitions.

A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Y | Z

Action Items – Yes, you will get homework!  After every meeting there will be Action Items for you to work on so you can move closer to obtaining your goals.

Age 50+ - This is the age when many begin to take Retirement Planning very Seriously.  Shouldn’t you too?

Communication Policy – Call US if you have an emergency; email us if you can wait a day.  We always get back with you in a timely manner.

Comprehensive Financial Plan – Your plan that covers all the things that are important to you.

Continuing Education – We stay up-to-date on all the latest developments so you don’t have to.

Estate Plan – All journeys come to an end.  This is your final exit strategy.

Experience – We believe experience is the only true teacher.  We have MASSIVE experience and have worked though many situations.

Family – This is why you do what you do and why we do what we do.

Federal Employee – Thanks for your service!  You have complicated benefits.  Let’s figure out together how you can extract MASSIVE VALUE!

Fiduciary – We act in your best interest – 100% of the time.  It’s that simple.

Fun in Retirement – You decide what is FUN to you and we figure out how to make it happen!

Goals – These are harder to articulate that it seems.  They change over time.  Your RETIREMENT MAP will help you keep on track.

Health – Could be the most important factor in your RETIREMENT MAP.  Stay Active!

Hourly Planning aka modular planning – We don’t do this because things don’t happen in a vacuum.

Interactive Checklists – Great way to learn about things you don’t know that you don’t know.  Get yours HERE.

Inflation – Major enemy over time!

Insurance – Because bad things happen.  Protecting yourself is important to staying on track.  Helps you sleep at night too!

Investment Management – Best way is low cost, tax efficient and diversified!  No get rich quick schemes here.

Kansas City – We call this home.  Great place to live.

Kids – They cost a lot – worth every penny!

Logo – Our logo is so cool!  😊

Long-term relationship – The only way to go.

Massive Value – Yep – that’s what we deliver

Meeting Notes – After every meeting.

Newsletter – Keep learning – it’s a lifetime journey!  Sign up HERE!

One Page Financial Tune Up – It’s Free.  Helps us learn about each other so we can decide if we should work together for the long-term.

Retire Ready Tool Kit – Full of interactive checklists.  Get you’re HERE.

Retirement MAP – Gets you on track and helps you stay the course a great retirement.

Retirement MAP + Investments – Experience TRUE WEALTH MANAGEMENT.  Coordinates your investments with you Retirement MAP.

Roth Conversion – Could be a great way to lower lifetime taxes.  It’s not for everyone.

Social Security – Government provided longevity insurance.

Tax Planning – Looks at the future more than the past.  Why pay more taxes that you have to?

Tax Torpedo – Carries an explosive warhead.  Avoid these with the proper tax planning.

Team Work! – There is no “I” in team.  All of our relationships are collaborative.

Technology – We use a lot of it - Makes life easier – when it works!  😊

True Wealth Management – Retirement MAP + Investments

Trusted Partners – Need an Attorney, a CPA or other professional?  We have trusted partners!

Video Blog – Sometimes it’s easier to watch and learn as opposed to another way.

Your Free Assessment – Decide if we are a good fit you. Take yours HERE!

Your Planners – We have MASSIVE EXPERIENCE so we can deliver MASSIVE VALUE.  Friendly too!  😊

Open Road Wealth Symbol

Ready to get started?

Learn how our specialized knowledge can work in your favor

Discover my financial opportunities

Get In Touch
  • [email protected]
  • (816) 507-5237

Liberty, Missouri

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