Important Disclosure Information
KWMG, LLC dba Keen Wealth Advisors (“company”) is an SEC registered investment advisor located in Overland Park, KS. The company and its representatives may only conduct business in those states where registered or where excluded/exempt or from licensure. The content of this website is intended for the residents of the United States of America only. For registration information please contact the SEC or the state securities regulators for the states where the company is notice filed. A copy of the company ADV is available upon request.
Advisory services are only offered to clients or prospective clients where the company and its representatives are properly licensed or exempt from licensure. No advice may be rendered by the company unless a client service agreement is in place. This information is not intended to be investment advice or construed as a recommendation or endorsement of any particular investment or investment strategy and is for illustrative purposes only. Clients and prospective clients must consider all relevant risk factors involved with each strategy, including costs or fees, and their own personal financial situations before trading.
Any visitor (client, prospective client, third-party) to the company’s websites agrees to release and forever hold harmless the company, its related persons, including officers, directors, owners, employees and/or agents from any adverse consequences resulting from any actions taken by the website user.
(“Keen Wealth Advisors”) & (“Keen on Retirement”) (“Company’s websites”), provide general investment related information which is believed to be current and is solely for informational purposes only. Certain portions of the company’s websites contain (podcasts, blogs, articles, newsletters, webinars, commentaries, etc.) discussions of and/or provide access to materials that may fluctuate with but is not limited to market conditions. As a result, the viewpoints/opinions on the website may differ from the original published date and may not be relevant today. Any opinion or viewpoint on the company’s websites are solely those of the company unless stated otherwise. The company nor any information provider shall be liable for any errors or omissions regardless of the cause.
Any information from the company’s websites may not be altered or reproduced and is strictly prohibited without prior written approval from the company and is subject to prosecution under the US and International copyright and trademark laws.
The company owns and has federally registered Keen Wealth Advantage™. Keen Wealth Advantage™ may not be used unless current individual authorization is provided. Unauthorized use or misuse of the trademark is strictly prohibited. Please be advised that the company will fully enforce its intellectual property rights to the full extent of the law.
Information on the company’s websites is not intended as individualized investment, accounting, tax, or legal advice or as a solicitation to buy or sell any security, financial planning, product or a recommendation to invest in a particular strategy. The company and its representatives are not tax or legal professionals. Please consult your legal or tax professional for specific information regarding your individual situation.
Hyperlinks to unaffiliated third-party content are provided for convenience and are intended to provide additional perspective or points of view. The company does not guarantee the timeliness or accuracy of the information that is hyperlinked or incorporated within the company‘s websites that is prepared by the company or any unaffiliated third-party. The company is not responsible for errors or omissions in the material on either the company’s websites or on unaffiliated third-party websites and does not necessarily approve of or endorse the information provided. Any examples provided are hypothetical.
Charts, Performance & Investment Disclosure:
The company’s websites may contain third-party hyperlinks, tax information, financial planning, charts, links, stock quotes, discussions, publications, or articles. The company is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve of or endorse the information provided.
The company does not guarantee that any benchmark or indices used will match a given portfolio. Furthermore, asset allocation and/or diversification does not necessarily improve an investor’s performance or eliminate the risk of investment loss.
Past performance is no guarantee of future returns. Investing involves varying degrees of risk which includes the possible loss of principal capital. All examples are hypothetical and for illustrative purposes only.
The views outlined in the book, Keen on Retirement Engineering the Second Half of Your Life, are those of the author and should not be construed as individualized or personalized investment advice. Any economic and/or performance information cited is historical and not indicative of future results. Economic forecasts set forth may not develop as predicted.
Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product referred to directly or indirectly in this book, will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for a given investor or portfolio.
Investing in stocks includes numerous specific risks including: the fluctuation of dividend, loss of entire principal and potential illiquidity of the investment in a falling market. Bonds are subject to market and interest rate risk if sold prior to maturity. Bond and bond mutual fund values and yields will decline as interest rates rise and bonds are subject to availability and change in price.
All information, including that used to compile charts and/or tables, was obtained from sources believed to be reliable, but we did not audit the information so we cannot verify the accuracy and do not guarantee reliability. Additionally, it should be expected that data will change over time, and therefore, laws and regulations may change as well. As such, the views of the author could also change. You are encouraged to confirm the accuracy of the information contained in this book before acting.
The information contained in the book, Keen on Retirement Engineering the Second Half of Your Life, is general in nature and offered only for educational purposes. No investment decisions should be based solely upon this book’s contents. Moreover, you should not assume that any discussion or information contained in this book serves as the receipt of, or as a substitute for, personalized investment advice. This book is not a substitute for engaging a professional advisor for a personal consultation whereby all your financial circumstances, risk tolerance and investment objectives can be considered. To the extent that you have any questions regarding the applicability of any specific issue discussed above to your individual situation, you are encouraged to consult with a professional advisor of your choosing.
Amazon Best Seller Ranking:
Amazon rankings although relevant on how a product is selling overall doesn’t necessarily indicate how well an item is selling among other similar items or similar item categories. Amazon may choose the most popular categories or subcategories within which an item has a high ranking to determine its best seller rankings
Amazon Best Sellers, on the Kindle Store, are divided into two lists which are updated hourly. The Top 100 Paid List requires best sellers to have a value greater than $0.00. The Top 100 Free List requires the item to have a value equal to $0.00.
Royalties received from the sale or purchase of a book are disclosed on the author’s disclosure document. The company does not receive any royalties from the sale or purchase of a book.
The Amazon Best Seller ranking listed on marketing images is specifically referring to Best Seller rankings for the Kindle Top 100 Paid Lists under the subcategories of: Budgeting and Financial Risk Management, based on data as of September 5, 2019, and the second edition under Financial Risk Management on October 26, 2022. These rankings are updated hourly and as a result, should be expected to fluctuate as such.
The company and Amazon are not affiliated entities.
RIA Channel Ranking:
RIA Channel ranked the 2020 Top 50 Emerging RIA’s using a proprietary set of criteria and data. The ranking is based on both size and growth in assets reported to the SEC as of October 31, 2020. Wealth management firms with negative disclosures on their ADV Part 1 were excluded. Wealth management firms that were growing 30% or more over the past five years and had a total assets under management of less than $500 million were included. RIA Database (RIADatabase.com) was used for regulatory data, growth data, organic research, and advisor surveys. We recognize these firms as leaders in their field and congratulate them on their success.
Greg Graves Book Offer:
eMoney is a third-party service provider and is not affiliated with Keen Wealth Advisors. Using eMoney, will not grant Keen Wealth Advisors the ability to withdraw, transfer, or otherwise exercise control over your financial accounts or assets. Although we may grant you the ability to use eMoney Advisors, this is complimentary and is used for informational purposes to gather data for creating proposals and as a document sharing platform. Keen Wealth Advisors reserves the right to discontinue our relationship with eMoney Advisors without prior notice to you, at which point the software would no longer be available to you. Our offering of eMoney is not an investment advisory engagement with you. You must enter into an investment advisory agreement before we can provide investment advisory or financial planning services. If you wish to engage our services, both parties will be required to sign terms agreeing to the services provided, fees to be charged, and other important information. Please be aware that eMoney is a tool that is dependent on the quality of information that you input into the software. Keen Wealth Advisors does not independently verify the information you provide, although we have conducted some due diligence on eMoney Advisors and believe it is a helpful tool, we do not represent or guarantee that eMoney Advisors will work as intended for each user of the software. Please understand that we have not verified every calculation within this software.
Please contact us for more complete information based on your personal financial situation and to obtain individualized investment advice.