Welcome To Footlamp Financial
We provide tax-efficient retirement planning and investment management to
individuals and families over age 50 for a flat fee.
Who We Serve
Footlamp Financial is located in Opelika, AL and Atlanta, GA and serves clients virtually across the country.
For those who are still working but near retirement, we specialize in helping the following types of clients.
Our Process
1
Introductory Call
15-30 Minutes.
Discuss your needs and schedule discovery meeting.
4
Mutual Commitment Meeting
Enter into agreement.
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2
Discovery Meeting
60-90 Minutes. Learn about client and assess if we can bring value.
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5
45-Day Follow-Up
Finalize initial financial plan. Identify initial implementation items.
3
Investment Plan Meeting
Present Investment Plan.
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6
Ongoing Progress Meetings
Progress reports and ongoing financial planning.
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About
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FOOTLAMP FINANCIAL, a fee-only financial advisory firm based in Opelika, Alabama and Atlanta, Georgia, provides retirement planning and investment management to clients for a flat fee.
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My name is Ed Kerns, CFP®, and I built FOOTLAMP FINANCIAL around everything I believe about serving clients in a transparent, competent, and trustworthy way. Life is full of transitions. Retirement is complex. Financially, the stakes are high. I find great enjoyment and purpose in guiding clients to make smart decisions with their money for reasons that are important to them.
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My fee structure, planning approach, and investment philosophy are designed and implemented with your retirement in mind. Above all, I believe my job is to listen and help you design a plan where your money can be a tool for living a meaningful life.
