Services

At Financial Advisors - KMS, we provide assistance in the following areas:

Financial Planning

  • Retirement Planning
  • Cash Flow Management
  • Tax Planning
  • College Planning

 

  • Charitable Giving
  • Estate Planning
  • Goal Setting
  • Life Planning

 

Investments

  • Bonds
  • Stocks
  • Mutual Funds

 

  • Variable and Fixed Annuities
  • Government Securities

 

Account Types

  • Traditional IRA
  • Roth IRA
  • SEP IRA 
  • SIMPLE IRA 
  • 401(k)
  • 403(b)
  • 529 Plans
  • Coverdell
  • Brokerage Accounts
  • Money Purchase Pension Plans
  • Profit Sharing Plans

 

Insurance

  • Risk Assessment
    • Liability Insurance
    • Disability Income Insurance
    • Life Insurance
    • Long Term Care Insurance