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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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We’ve got you covered!

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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Timing Your Retirement

Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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Reach out to us to discuss your financial goals.

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