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.
This dynamic, compounded with issues of managing debt provides an opportunity to design and implement financial strategies with a higher degree of control.
Working with KFA can assist in navigating these complex scenarios. Working with you, our firm reviews benefit packages and retirement plans, balancing your personal goals with the needs of your employees and addressing tax, legal, and insurance related issues.
For those individual investors, KFA combines all its resources to create a comprehensive financial plan to meet a client’s goals. We provide ongoing evaluation to ensure that you’re on track to meet those goals and create a comprehensive portfolio that is both long-term and adaptable to immediate needs.