Welcome To Footlamp Financial
Flat-fee wealth management services for
individuals and families over age 50 who are in or near retirement.
Who We Serve
Footlamp Financial provides tax-efficient retirement planning and investment management in the Auburn-Opelika, Alabama area, metro Atlanta, and virtually across the country.
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 how we can bring value.
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5
45-Day Follow-Up
Finalize initial financial plan. Identify initial implementation items.
3
Initial Findings Meeting
Presentation of preliminary financial assessment.​
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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.
