You've worked hard, responsibly paid down debt, and saved diligently into your retirement accounts. What's next? You want someone you can trust to help guide you to and through retirement. You need someone with the heart of a teacher.
You want someone who is going to work hard to understand your specific situation, concerns, and ambitions. Planning for retirement can seem overwhelming at times and you need a trusted guide who can simplify things without making you feel "dumb" for asking questions.
As fiduciary, independent financial advisors, we are obligated to act in our clients best interest. In order to customize your plan for you specific personality and needs, we utilize a process that helps us identify your unique Retirement Income Style. We pair this with Dave Ramsey's core principles for building wealth and develop customizable action steps, just for you.
We're excited to learn more about you and how we may be able to help you achieve your retirement goals. Let's chat soon.
Kevin Adleman graduated Cum Laude from Wofford College in December of 2007 with a Bachelor of Arts in Accounting. During his time in school, he was also a member of the Wofford Terrier Football Team. After a successful career as a Division I College Football Coach, the last two with his Alma Mater, Kevin decided to combine his passion for finance and coaching and entered the financial services industry. He is dedicated to helping his clients develop a game plan to pursue their financial goals and is there to coach them every step of the way.
Kevin married his high school sweetheart Ashley Adleman on July 4, 2008, and the couple has three beautiful children; Mack (9), Knox (7), and Beau (5). In his free time, Kevin enjoys spending quality time with his wife and kids, coaching his boy’s sports teams, and staying active.
Kevin Thomas graduated Magna Cum Laude from Wofford College with a Bachelor of Arts in Accounting and Finance. While enjoying his time at Wofford, Kevin was a scholar athlete on the football team, where he was named a two- time Academic All American. Once graduated, Kevin decided to immediately pursue his passion for finance, and making a difference in people's lives. Kevin's goal is to take a client centered approach, while establishing core principles of trust, honesty, and integrity. Kevin strives to deliver more value to clients by exploring every avenue to uncover and solve problems. Kevin understands critical questions to ask while listening closely to what you say and, more significantly, what you may not say.
Kevin married the love of his life, Amber Thomas in September of 2018. In his free time Kevin enjoys spending time with his wife while traveling, and staying active.
Clay Sowers graduated Magna Cum Laude from Miami University with a Bachelor of Science in Finance and Analytics. He is a CERTIFIED FINANCIAL PLANNER™ professional who enjoys getting to know clients personally first before developing strategic plans to help them reach their goals. Prior to joining Ignite Wealth Planning, Clay worked at Dimensional Fund Advisors, a leading asset manager in Charlotte.
In his free time, Clay enjoys all things outdoors and particularly likes spending time hiking, skiing, and staying active. Clay lives in Charlotte with his girlfriend Maddie and takes pride in providing his clients peace of mind about their financial future.
3 Steps to Choosing the Right SmartVestor Pro
Clay Sowers graduated Magna Cum Laude from Miami University with a Bachelor of Science in Finance and Analytics. He is a CERTIFIED FINANCIAL PLANNER™ professional who enjoys getting to know clients personally first before developing strategic plans to help them reach their goals. Prior to joining Ignite Wealth Planning, Clay worked at Dimensional Fund Advisors, a leading asset manager in Charlotte.
In his free time, Clay enjoys all things outdoors and particularly likes spending time hiking, skiing, and staying active. Clay lives in Charlotte with his girlfriend Maddie and takes pride in providing his clients peace of mind about their financial future.
3 steps to Choosing the Right SmartVestor Pro
Intro Call
Schedule 10-15 minutes with at least 2-3 pros. Ask questions and determine who you would like to have a full meeting with. Be sure to let the other pros know you've decided not to use them (if you want all the calls to stop!)
Full Meeting
Meet with the Pros who made the cut after your intro calls. Here is your chance to really get to know the personality and approach of each pro and their firm. (If you need a good list of questions download the list below)
Take Action
Choose the Pro who you felt is the best fit for you. Get to work implementing the actions steps that you have worked together to determine. Pat yourself on the back for doing a great job!
