Who We Serve
From business owners to professionals and families to foundations, KFA serves a wide range of clients with varying needs and concerns.
Business Owners
Business owners make more than a simple monetary investment in their venture - they invest time, energy and labor. KFA understands that proper planning will sustain the business now and in the future.
Individuals & Professionals
Financial planning for professionals is unique given that many who operate in the field are business owners, creating a responsibility for their own financial future as well as the livelihood of their staff and the success of their practice.
Families
Families have their own specific issues as it relates to wealth management. How to preserve assets and pass them along to future generations in the most tax effective way is one of the thorniest issues.
Pension Plan Participants
As a pension plan participant, you are in a position to receive benefit payments from your plan. KFA works with you to on making informed benefit election decisions to maximize your distributions.
Foundations
Mission-driven organizations have unique goals, objectives and needs. At KFA, we work to get to know your organization and see the big financial picture. Where do you plan to be in the next 5-10 years?