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KAC Financial Services, Inc.

"Guiding Your Financial Future"

We know you've worked hard for your money.

Now let us help your money work hard for you.

Our disciplined investment process begins with an analysis of our clients’ goals and risk tolerance.

The investment climate today has never been more exciting or challenging. Individuals are living longer, retiring earlier, and wanting more money while Social Security and Medicare are stressed. That is why you need KAC Financial Services as your guide. Just as a compass guides each ship through it's journey, we guide our clients through the ups and downs of investing throughout their LIFE PLAN. We accomplish this through careful listening to your wants and then formulating an individual comprehensive and realistic plan to enable you to meet your specific goals - whether it pertains to you, your family, your business, or an organization.

We will use your other trusted professionals such as CPA's, Estate Attorneys and Insurance professionals as part of our team.

By keeping your objectives in focus, staying in contact with you throughout various market conditions, and making adjustments as economic or lifestyle conditions warrant, we maintain our commitment to "Guiding Your Financial Future".

The Investment Climate is Challenging

Our clients - including individuals, corporate retirement plans, and foundations - rely on us for wise, independent financial counsel resulting in financial freedom, peace of mind, and the accomplishment of life purposes.

About Us

At KAC Financial Services, we focus on a holistic approach to your individual, business or organizational life plan. This process includes educating our clients as well as implementing their customized financial LIFE PLAN.

Investment Philosophy

At KAC Financial Services we always remember two things:

  • Without you we have no business.
  • It's your money we are managing, not ours.

Our Services

KAC Financial Services is a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

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