We Take the Confusion Out Of Retirement Planning.
Our Simplify Your Retirement® educational events are designed to teach you the principles of retirement planning and how to set retirement goals. We cover the challenges retirees face and how to address them, as well as a simple and effective “Three Bucket Approach” to financial planning in your retirement years.
Simplify Your Retirement® Workshops
The workshop focuses on risks to avoid, when it’s best to take Social Security, and how to develop reliable retirement income. You will also learn proven strategies designed to safeguard your portfolio against inflation, mitigate the impact of rising taxes, maintain confidence during market volatility, and more!
Meet the Advisor
Stephen Stricklin, CFP®, CKA®
President & CEO
Stephen is the president and founder of Wise Wealth, LLC, an independent, full-service wealth management firm. After starting his career as a teacher and a coach, Stephen took his passion for educating others and adapted it to the financial services industry. He enjoys working with business owners, professionals, families, and individuals who believe that wealth is a tool that needs to be managed wisely to produce the best results.
After working as a representative of an insurance company and an advisor of a national investment brokerage firm, Stephen launched his own registered investment advisory firm, Wise Wealth LLC. The slogan he developed as he began remains the cornerstone of his firm and its advisors: First Wisdom, Then Wealth.
He is a CERTIFIED FINANCIAL PLANNER™ professional, Certified Kingdom Advisor™, and he holds insurance and securities licenses. Stephen believes financial peace comes from having a plan which is the basis for all other decisions. He believes in listening to his clients and creating customized financial plans based on their unique needs and goals.
More than being a fiduciary, Stephen and his team believe in the timeless principle known as the Golden Rule: Treat others the way you would want to be treated. He and his team of advisors seek to serve their clients’ best interests and gauge their success only on if their clients feel successful. He provides financial education and motivation through Simplify Your Retirement® workshops, a retirement-focused course designed to empower pre-retirees and retirees to take control of their financial futures.
Stephen is married and has four children and resides in Lee’s Summit, Missouri. He enjoys traveling, spending time with his family, and is an avid sports fan. He is active in his local church, sits on several non-profit boards, is involved in international missions, and is a significant contributor to many philanthropic endeavors.
Who Should Attend?
Anyone in what we call the “CRITICAL 15” — those within 5-10 years of retirement or within the first 5-10 years of retirement.
Read, Listen, and Learn
Read Stephen's Book
Simplify Your Retirement: Timeless Principles to Achieve Financial Peace