Services
Extensive Financial Planning
We start by listening to you and learning about you. Your story and “Whys” are personal and important. We do an exhaustive fact finding on both the qualitative and quantitative aspects of your life. From here, we begin to build your personalized plan. Taking the cue on your wants and needs, we create forward looking models and test them for reality and sufficiency. Once we have the strategies identified and agreed upon, we have the PLAN steer the Investment Policy.
As time goes on, we go forward together and evolve as needed to serve you.
Estate Planning
We have a 3 step process:
- Educate and cultivate a plan with you before updating an existing estate plan or generating the first.
- Physically attend the meetings with you and the estate planning attorney to begin the process of executing an estate plan.
- After the appropriate documents have been executed, we complete the important tasks of retitling assets, updating beneficiary arrangements, updating detailed balance sheets, etc.
Depending on the complexity of your personal, professional, business, and financial life, all of this can be quite simple or complex.
Business Succession Planning
Whether you want to sell your business, transfer it to the next generation, retire or explore the possibilities, we can help model and implement various strategies. In addition to KA, our relationships include specialists in tax law, tax planning, performance coaching, investment banking, and capital markets and operations. Our goal is to be proactive and to have the strategy and team in place long before the “transaction”. In addition, we understand that the sale or succession of a business is very personal. We are sensitive and address these qualitative factors and NEED to understand your values, goals, legacy, and footprints. Our team includes specialists across financial disciplines to help address your individual goals.
Philanthropic & Legacy Visioning
Oftentimes in selling business assets, the possibility of utilizing Charitable Trusts and similar tools is unknown or overlooked. Business owners are underserved in this capacity. When implementing a charitable succession plan correctly, in balance with other assets and context of your total plan, the theme is to show you how to:
- Keep more.
- Spend more.
- Pass on more.
- Endow your Causes.
Effective financial strategies rely on thoughtful planning, clear design, and a balanced approach—supported by a team with diverse backgrounds and relevant experience tailored to your needs.
KFAS and its representatives do not provide tax advice. Any discussion of tax matters on this website is for informational purposes only and is not intended to be relied upon for tax planning. Clients and website visitors are strongly encouraged to consult with a qualified tax professional regarding their specific tax situation.
Estate planning guidance provided by KFAS is intended to help clients understand the potential implications of their estate planning choices. However, KFAS does not provide legal advice. Clients should consult with a qualified estate planning attorney before implementing any legal strategies or creating any estate planning documents.
Any information provided regarding trusts, donor-advised funds (DAFs), or other estate and charitable planning vehicles is general in nature and not intended as legal, tax, or accounting advice. Clients are encouraged to consult with their attorney, tax advisor, or other qualified professionals before establishing such structures.
Financial planning services are based on current assumptions and available information, which may change over time. Projections are not guarantees of future outcomes, and actual results may differ due to market fluctuations, changes in client circumstances, and other unforeseen factors.
What They're Saying
“One of the smartest things I did was to have you take care of my investments. Not just from a money aspect but also from how I invest my time. You understand what is important to me and help me navigate! So I thank you”
- A Client Testimonial
This statement is a testimonial by a current client. No compensation was provided for this testimonial. The experience shared may not be representative of the experience of other clients. Testimonials are not indicative of future performance or success.