Retirement Planning Specialists
Like most people, you probably have plenty to keep you busy with your work and family, so you may not have the time needed to thoroughly explore the retirement investment world.
Similar to working with a personal fitness trainer, working with a retirement planning specialist can show you how you may be able to efficiently get to your retirement, by helping you plan for future distributions through your 401(k) plan, pension plan and other sources.
Your retirement plan specialist seeks to train and assist you in transferring your assets efficiently, striving to protect your assets from stock market volatility, inflation, taxes and catastrophic health concerns with a goal of assisting you with tax-advantaged savings and diversified investments that may make your money work best for your changing situations.
And, most importantly to advise you on ways that may generate income and also attempt to provide you with the potential to increase the value of your assets through you lifetime.
We believe that we can become your retirement planning specialist resource.
We believe that we have the knowledge, the expertise, the focus and the reputation to provide you with the information, advice and counsel that you need to make informed decisions in planning for your retirement and in enjoying your retirement to the fullest.
Investment Education & Seminars
We are committed to providing investors - both experienced and those just starting out - with opportunities that may enhance their investment knowledge and assist in minimizing risk to help them survive the ups and downs of today’s ever changing markets.
Whether you are considering a change in your investment strategy or simply looking for tools and advice that you can use in your investing strategy, we are pleased to provide you with access to printed material and periodicals, as well as live seminars, all provided by our professionals.
Place your cursor over these information resources and click to select the one that interests you…
K&S Financial Fitness Seminars
Free Financial Reports
K&S Financial Fitness Newsletters
K&S Published Articles