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George Syata, CFP®, is the founder and principal of Practical Planning L.L.C., a Fee-Only financial planning and investment advisory firm located in metropolitan Kansas City. I serve clients on both sides of the State line but most tend to reside in the suburbs of Overland Park, Olathe, and Lenexa. As a long time member of the Garrett Planning Network, the firm is committed to offering as-needed advice, on a Fee-Only hourly basis, to individuals and families from all walks of life and income levels.
Founding Practical Planning, L.L.C. is a dream come true. “Retiring from full time employment at a reasonably young age gives me the freedom to do what I want to do,” says George. “I decided several years ago that financial planning was going to be my final career. My educational background and broad experience gained in the investment departments of two major life insurance companies provided the technical skills. I’m excited about bringing that lifetime of experience to the table to help others now.”
There are no long-term contracts, net worth or account minimums to meet should you wish to become a client. Best of all, there are no commissions or sales pressure … ever. George is dedicated to providing unbiased advice, one question at a time or one financial plan at a time. The choice is always yours!
SUMMARY OF EXPERIENCE AND EDUCATION:
- Investment professional for more than twenty-five years
- Certified Financial Planner® professional (CFP®) since 2002
- Registered Investment Advisor: Kansas, Missouri
- Principal Commercial Acceptance, Managing Director
- Central Life Assurance, Vice-President
- Financial Planning Certificate Program, University of Missouri
- MBA, University of Iowa
- BS – Mathematics, Iowa State University
Whether you are young and just starting to seriously plan for your financial future – or a bit older and feeling like you may not be on track to reaching your financial goals – George can show you how to organize and improve your current financial situation or set you on the right path to meet your goals.
For a no-obligation, Get Acquainted meeting or for additional information, please click on the "Contact Us" tab.
CFP® and CERTIFIED FINANCIAL PLANNER® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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