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Bill Eckert, CAP® ABOUT
guaranteed income for life are extremely reassuring. We have increased our personal communication with our clients because we care! We want to work with them and build lifetime relationships because to us, they are family!
Bill Eckert is the President and CEO of Strategic Financial Partners Kansas City. Bill has been a financial advisor for over 32 years and he has used his financial education, experience, and resources to benefit his client’s nationwide. Bill’s clients truly become family and he treats them as such. He has been providing weekly private market update calls for his clients to assist with the current market volatility and will continue to do so to keep his clients informed during this difficult time.
Financial Advising Q: How should I manage my investments during this time of market volatility? A: The current coronavirus pandemic
and corresponding stock market volatility creates a lot of fear for Americans. As the owner, CEO and President of Strategic Financial Partners Kansas City, I have 32 years of experience helping clients weather the storm and I strive to make lemonade out of lemons. Proper financial management includes helping our clients through this scary time, with diversified portfolios that consist of annuities with guarantees, fixed income, and high-quality US dividend paying equities. Rebalancing at this time could be an option to harvest tax losses that can be used offset gains and lower taxes. Stocks with stop loss provisions provide exceptional security. Annuity products that provide
*Neither asset allocation nor diversification guarantee against loss. They are methods used to manage risk. All guarantees are subject to the financial strength and claims paying ability of the issuing insurance company. Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/ legal advisor regarding your own specific tax/legal situation. This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding any funds or stocks in particular, nor should it be construed as a recommendation to purchase or sell a security. Past performance is no guarantee of future results. Investments will fluctuate and when redeemed may be worth more or less than when originally invested. Bill Eckert is a registered representative and investment advisor representative of Securian Financial Services, Inc. Securities and investment advisory services are offered through Securian Financial Services, Inc. Member of FINRA/SIPC. SFP is independently owned and operated. 4000 West 114th Street, Suite 180, Leawood, KS 66211. 3032153 DOFU 042020
Bill Eckert, CAP® | Strategic Financial Partners 4000 W 114th St. Leawood, KS | 913.322.9177 | sfpkc.us | beckert@sfpkc.us
MAY 2020 K ANSASCITYMAG.COM
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