Meet Stephen Stricklin
FIRST WISDOM, THEN WEALTH
As Seen On
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 worked as a representative of an insurance company and an advisor of a national investment brokerage firm, before launching Wise Wealth. The slogan he developed as he began remains the cornerstone of his firm and its advisors: First Wisdom, Then Wealth.
Stephen is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Kingdom Advisor™, and he holds insurance and securities licenses. He is the author of the book, “Simplify Your Retirement” and the founder of the Simplify Your Retirement® educational workshop. Stephen has served as financial advisor counsel for the Insured Retirement Institute for several years. In 2022, he earned a national award “Advisor to Watch” for being one of the fastest-growing firms, among other criteria.
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. 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.
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 has built and trained a qualified and competent group of financial professionals who share his values and philosophy.
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.
Stephen Stricklin: Advisor To Watch
“I thrive when helping others achieve their financial goals.”
Simplify Your Retirement
Clarify their retirement goals
Create a retirement plan that supports their desired lifestyle
Develop a comprehensive retirement plan that goes beyond saving and investment
Retirement confidence comes from having a simple, written plan. A retirement income plan that is clear and simple to understand is one that will be implemented and one that will be effective. In Simplify Your Retirement, we will walk through the seven components of a comprehensive retirement plan that will help you enjoy the retirement of your dreams. They include liquidity, income, investment, tax, insurance, legacy, and freedom planning. Not only will we walk through these key components of retirement planning, but we will also provide examples of how our clients have benefited from planning for each one. You only get one chance to retire. Using the principles in this book, we help people “make work optional” every day.
Our guiding principle - The Golden Rule
Treat others the way you want to be treated.
We strive to eliminate uncertainties and consider all the risks while creating a plan that provides you with the lifestyle you desire in retirement with maximum peace of mind.
We take the confusion out of retirement planning.
The team at Wise Wealth strives to provide the highest level of service and care for every client, including the way we customize plans. Our three-bucket approach makes the plan easy to understand. Unlike other financial firms, which only offer investment or insurance products, our Simplify Your Retirement Plan® Process goes beyond typical financial planning covering 7 areas of planning: Liquidity, Income, Growth, Tax, Insurance, Legacy, and Freedom.