Welcome To Footlamp Financial
Flat-fee wealth management services delivering investment consulting and advanced planning to ensure our client's financial houses are in order, so they can live their ideal life.
Who We Serve
Individuals and families age 50 and older who are in or near retirement in the Auburn-Opelika, Alabama area, metro Atlanta and virtually throughout 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.
