Investments
The Advantage of the Team Approach
Can utilizing a team-based approach to financial planning really make a difference?
Today's consumers have more choices, are better informed, and are more demanding. Each family is unique and we understand the financial plan that works for your neighbor might not work as well for you.
The personalized attention of a financial planning team can help keep your planning on track while sharing a variety of knowledge and experience.
Choosing a financial planning partner is perhaps the most important financial decision you will make. Our goal is to become the firm of choice for busy people who understand the value of dedicated service and specialized ability.
At Community Financial Services Corporation, a wholly owned subsidiary of Lawing Financial Group, Inc. that provides financial services to the banking industry, we take our responsibility as your financial advisor very seriously. Using state-of-the-art technology, detailed research, and old-fashioned personalized service, Community Financial has the tools, training and the team to impact your financial future.
Our first priority is you and your unique concerns, needs, objectives and goals. We assist you in achieving your individual goals through the many financial tools, resources, and planning techniques available to our team.
We work as a team by using the talents and expertise of each of our associates to provide a customized plan for you.
We provide comprehensive planning and are interested in your overall situation. Our planning process requires ongoing interaction with our planning team and could include your accountant and attorney.
We monitor changes in your portfolio as they relate to your needs, concerns and objectives. We believe it is our responsibility to work closely with you to prepare for the changes which may occur in your life.
Biography - Brent Ewert, AAMS
Brent Ewert joined Lawing Financial Group (LFG) in 2005 as an investment advisor. Brent adds more than 15 years of industry experience to LFG's already tenured staff of qualified associates. As a member of LFG's Investment Advisory Committee, Brent is also charged with reviewing market conditions, individual client portfolios, asset allocation models and overall economic factors affecting investment returns. Brent spends the majority of his day meeting with individual clients and business owners.
Even before joining LFG, Brent expressed a strong entrepreneurial spirit when running a local branch for a large national brokerage firm. Brent's prior industry experience includes, but is not limited to customer service, research, corporate retirement planning, equity and precious metal trading, as well as brokerage training, policy making and wealth management for individual investors and business owners.
Brent is a past member of the American Society of Pension Actuaries (ASPA) and has consistently been recognized among his peers as a leader in both production and client development.
Brent earned his Bachelor of Arts degree in Communication Studies from the University of Missouri – Kansas City. He has furthered his education by obtaining his FINRA Series 7, 63 and 66. He has also received the AAMS designation (Accredited Asset Management Specialist) from the College for Financial Planning.
Brent currently serves the Raymore Chamber of Commerce as President; the Raymore-Peculiar Citizens for Children Committee as Chairman; the Raymore Citizen's Advisory Board on Annexation as Chairman and as a member of the Mayor's Economic Development Host Team for the City of Raymore. He is a former commissioner of the Raymore Planning and Zoning Commission.
Brent enjoys music, travel and sports. But most importantly, Brent enjoys spending time with his wife of more than 18 years and his 3 children.
Investment Products:
· Are not FDIC insured
· Are not Bank Guaranteed
· May lose value
