A Fiduciary You Can Trust.
Do the Right Thing.
At the Right Time.
For the Right Reasons.
Champion Financial Planning isn't just your financial advisor; we're your ally knight here to strategically guide your next move as you navigate the complexities of your financial future. If you've been having trouble finding a fiduciary who makes you feel like you're more than just a number, Champion is the solution for you.
Much like a game of chess, financial planning demands calculated foresight and a keen understanding of a dynamically changing landscape.
We'll help you "checkmate" the risks while achieving your goals. No matter your budget or stage in life, we'll help you master the game and make your financial dreams a reality.
Founder Kyle Rash, MSFP, ChFC®, RICP®, NSSA®, is a retired US Marine Corps Iraqi Freedom Veteran and a dedicated husband and father. Kyle firmly believes in doing what's right, with honor and respect. After his retirement from the US Marine Corps, Kyle committed to further educating himself on financial planning, not only for his own family but to pass along that knowledge to others. As a staunch advocate of low-cost, efficient planning, Kyle aims to ensure that you have the information to make informed financial decisions and that you are truly heard and always respected as a valued client and individual with unique needs.
Our Mission
Our mission is to empower our clients to achieve their financial goals through a comprehensive, personalized approach to financial planning. We believe that financial planning should be accessible to everyone, irrespective of their income or net worth. We strive to provide our clients with the tools and knowledge they need to make informed financial decisions by means of low cost, efficient planning.
Core Values
Strategy
At Champion Financial Planning, we believe that strategy is key to success. We compare financial planning to a game of chess, where every move must be carefully considered to achieve victory. We are committed to working with you to create a customized plan that fits your unique needs.
Transparency
We believe in transparency and open communication. Our team is committed to providing you with clear and concise information about your financial plan, so you can make informed decisions.
Accessibility
We believe that financial planning should be accessible to everyone. Our team is committed to providing affordable financial planning services that fit your budget.
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INTEGRITYAt Champion Financial Planning, integrity isn't just a word, it's the bedrock of our practice. We prioritize your best interests at every turn, ensuring transparency in all communications and avoiding any potential conflicts of interest. You can be confident that our recommendations are solely guided by your unique financial goals and objectives.
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OBJECTIVITYWe approach your financial situation with a clean slate, free from personal biases or external pressures. We analyze your circumstances objectively, utilizing evidence-based strategies and a comprehensive understanding of market trends to ensure your financial plan is built on a solid foundation of objectivity.
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COMPETENCEWith the world always changing around us, we must continue to evolve, learn, adapt and grow. Kyle Rash, founder of Champion Financial Planning, continuously cultivates his knowledge and skill through ongoing education and industry certifications, ensuring he possesses the necessary expertise to navigate your financial complexities with confidence and insight as your trusted partner in financial planning. ​ Holding a Master of Science in Financial Planning (MSFP) from the American College of Financial Services, Kyle is a certified Charterted Financial Consultant (ChFC®), Retirement Income Certified Professional (RICP®),, and a National Social Security Advisor (NSSA®).
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FAIRNESSChampion Financial Planning ensures all valued clients, colleagues, and partners are treated with the utmost respect and equity, disclosing any potential conflicts of interest with transparency and clarity. We hold ourselves to the highest ethical standards and professional conduct, not simply because it's the professional thing to do but because it is the right thing to do. You can expect honesty and open communication throughout our collaboration.
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CONFIDENTIALITYYour trust is our privilege. We safeguard your sensitive information with the utmost discretion, employing cutting-edge security measures and adhering to strict ethical guidelines. Your personal data will only be shared under legally mandated circumstances or with your explicit consent. Read our full terms here.
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PROFESSIONALISMFrom the initial consultation to ongoing financial guidance, we uphold the highest standards of professional conduct. Our team conducts themselves with integrity, courtesy, and respect in all interactions, reflecting the credibility and ethical values of not only the financial planning profession, but Kyle's core values as a person.
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DILIGENCENo detail is too small when it comes to your financial plan. We approach every aspect with meticulous care and conscientiousness, ensuring your needs are met with personalized attention and proactive strategies. You can rely on our dedication to excellence in every step of your financial journey.
Code of Ethics
Do the Right Thing.
At the Right Time.
For the Right Reasons.
We strive to cultivate an environment of trust and confidence where you can pursue your financial goals with certainty and peace of mind. We are committed to a singular principle: acting with utmost good faith and integrity in the best interests of each client. This commitment is not merely an aspiration but a legal and ethical duty enshrined in our fiduciary responsibility.
As your advisor, we understand the immense trust you place in us with your personal information. We hold ourselves to the highest ethical standards and professional conduct, exceeding the minimum requirements of applicable laws and regulations. Our Code of Ethics is a cornerstone of this commitment, dictating the principles guiding every interaction and decision.
