You may find a PDF version of our ADV Part 2A here: The Planned Approach Part 2A – 2020
You may find a PDF version of our ADV Part 2B Combined here: Supplemental Brochure – ADV 2B Combined
And, you may find a PDF version of our Form CRS/ADV Part 3 here: Form CRS Document – 2020
You may also obtain a copy of our ADV Part 2A Disclosure Brochure by sending a written request to The Planned Approach, Inc., 420 W. 98th Street, Kansas City, MO 64114, or on the Investment Adviser Public Disclosure website: https://www.adviserinfo.sec.gov/IAPD/Default.aspx
The Planned Approach, Inc. is an Investment Advisor registered with the SEC. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability.
No client or prospective client should assume that any information presented or made available on or through this website, is a receipt of, or a substitute for personalized financial planning consulting advice. Financial planning consulting advice can only be rendered after the following conditions are met: 1. Delivery of our Form ADV Part 2A and 2B and Form CRS to you; 2. Execution of an Investment Advisory and/or Financial Planning Engagement Letter between us.
Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.
Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. A professional advisor should be consulted before implementing any of the strategies presented. Content should not be construed as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities discussed or as personalized financial advice.
The content of this website is provided for informational purposes only, and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. The firm is not engaged in the practice of law or accounting.
All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly-rated advisor does not ensure that a client or prospective client will experience a higher level of performance. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. A more thorough disclosure of the criteria used in making these rankings is available by contacting the advisor.