2. Estate and Will Planning, and Wealth Preservation
3. Retirement and Investment Planning
We start by identifying your goals and assessing your current financial situation. Typically, a KSK Financial Planning Advisor meets with you to discuss your general financial situation and needs. We then develop a written proposal which confirms your needs, and defines the services that we can provide you with. Building your financial plan may involve our expertise in a single area or aspects of all three. The process culminates in a detailed, confidential report with recommendations aimed at helping you achieve your overall financial goals. Our professional and personalized approach does not end there. An annual review ensures that your plan remains co-ordinated with tax and pension changes, and that your investments are in line with your goals, your time horizon and your risk tolerance. The review also ensures that your changing circumstances are reflected in your plan.