3520 Lincoln Avenue
At KAC Financial Services, we act as comprehensive, fee-based financial planners who holistically plan for your financial success. This includes examining and planning for every aspect of your financial life ranging from retirement planning, estate planning, investments, risk management and everything in between. We believe that every person’s financial life is interconnected with various niches, making it imperative to take a holistic approach. Financial planning is more than stocks or spreadsheets, but a tool to fund important life goals like purchasing a home or saving for your child’s higher education.
Therefore, we strive to provide you with white-glove service, which includes having access to friendly, knowledgeable teammates. Our advisors have had years of experience in financial services and related industries like insurance and banking. We also aim to be an efficient firm that uses top-notch technology to create straightforward reports and secure your financial data.
For example, every client has their own unique online, secure client portal where they can see their financial reports, accounts and more. If you prefer paper statements/reports, you can still receive monthly and quarterly hardcopy account statements too.
Lastly, we understand how powerful a great company culture can be. Therefore, we strive to create a company culture that would make us want to become clients of our firm.
Vice President of Investments
As fiduciaries, we’re legally bound to put your interests ahead of yours. We enjoy having it this way and aren’t afraid to not “sugar coat” any potential negative news, even if it results in losing a client. Also, we’re extremely transparent with fee structures regardless of what type of investment vehicle we recommend to you.
Regardless of your goals like investing to build wealth, protect your family, or preserve your assets, our personalized service emphasizes your needs, wants, and short as well as long-term goals.