Taxes

• Tax Planning
  Headquartered in the Kansas City area, our team of financial professionals provides unbiased, results-oriented advice, which seeks to offer our clients the knowledge that they need to help make informed decisions about their future. Because we believe issues like financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving are completely interrelated, we develop client-specific strategies that encompass them all, concurrently.
• Charitable Giving
• Estate Taxes
• Tax Services
• Income Tax

Investment

• Investment Management
  Stepp & Rothwell, Inc. is different. We offer all of our services, including investment advising and investment management, as part of our comprehensive fee-only financial planning service. We manage your investments, but we don’t charge commissions. The annual retainer fee is the amount the client pays us, regardless of how actively their account is traded, or how much time we spend on tax planning, cash flow planning, estate planning, college funding planning, insurance planning, or any other planning issues.
• Wealth Management

Accounting

• Accounting Services
• Payroll Services

Planning

• Financial Planning
  Kathy is a trusted financial planner and advisor for individuals and families across the United States. She founded her first financial planning firm in 1992, eventually leading to the creation of Stepp & Rothwell, Inc. in 1997. Kathy is frequently quoted in
• Retirement Planning
• College Funding