Meet Lance Harshbarger
CERTIFIED FINANCIAL PLANNER (CFP)®
Behavioral Financial Advisor (BFA)®
Accredited Asset Management Specialist (AAMS)
Lance is a CERTIFIED FINANCIAL PLANNER (CFP)® who enjoys partnering with hard working families to bring clarity and confidence to their financial plans.
With over 20 years of wealth management experience, he loves to build relationships with clients to discover all of the positive possibilities for a secure retirement.
As an independent advisor with Securities America, Inc., Lance is not tied to any specific investment vehicles or financial products. So, with the ever-growing universe of investments to choose from, he seeks to customize each client portfolio in a way that is unique and suitable.
As a Behavioral Financial Advisor (BFA)®, Lance places a special emphasis on providing advice that addresses the emotional element of the decision making process that is often revealed when clients are discussing their money and their children. Behavioral advice stands shoulder to shoulder with traditional finance, but goes far beyond simply building a proper investment allocation.
As clients engage in the planning process on this level, their awareness of how best to approach their financial planning will improve dramatically, which creates renewed confidence as they take steps to pursue their goals in a way that is perfectly consistent with their values and beliefs.
Lance is married to his lovely wife, Sonya, who, along with being the love of his life, also happens to be the best baker in Kansas City. They are the proud parents of three beautiful girls.
He would welcome the chance to visit with you in person.