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KAC FINANCIAL SERVICES

Throughout our decades of financial and entrepreneurial experience, we’ve seen it all. These experiences have taught us the importance of sound financial planning, regardless of your age, industry or net worth. Think about it… anyone can benefit from taking the time to plan for their future financial success. At KAC Financial Services, we’ve helped our clients experience what it takes to be successful financially. We can guide you through any storm like market turbulence or changing regulations with integrity and simplicity.

It's your life, you should live it the way you want. Our firm recognizes that no person is the same, which is why we create tailor-made plans for you. These tools, resources and our acumen will ensure you’re in control for years to come.

Don’t be satisfied with financial mediocrity. Strategize, take action and live your best life! Ready for the next step? Give us a call today!

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Our team members have advanced financial certifications, decades of collective experience, and sympathetic ears which have helped hundreds of our clients nationwide!

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Retirement

Retirement

Our firm specializes in retirement planning and will guide you through strategies to both accumulate and sustainably distribute funds from your nest egg.

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Investment

Investment

The right investment strategy isn’t based on high performing investments nor market timing, but instead on risk tolerance, diversification, and time horizon.

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Insurance

Insurance

Proper insurance or risk management planning will let you and your close ones sleep well at night knowing you’re protected from unexpected financial emergencies.

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Life Planning

Life Planning

Financial planning is more than numbers or stock markets, but instead a tool to fund many important life events like weddings or even a simple vacation.

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<p>Retiring the 4% Rule</p>

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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<p>Historical Inflation</p>

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.
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<p>Trends in Charitable Giving</p>

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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<p>Social Security: The Elephant in the Room</p>

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
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Reach out to us to discuss your financial goals.

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