Financial Planning for Individuals, Families & Retirees
When it comes to your money and your plans, it can be hard to balance short-term wants, long-term dreams, and those unexpected events that are out of your control. By offering a comprehensive wealth planning review, we can help you decide whether you’re on the right path or if you should consider a new direction.
Building a strong foundation
Financial Planning for Families & Individuals
Life is full of financial decisions—buying a home, saving for education, planning for retirement, and more. Our financial planning services are designed to help you make informed, confident choices every step of the way.
How We Can Help
Sustainable Retirement Income Planning
Estate & Legacy Planning
Healthcare & Long-Term Care Planning
Tax Efficiency in Retirement
Protecting & Growing your wealth
Financial Planning for Retirees
Financial planning doesn’t stop at retirement—it evolves. We help retirees adjust their financial strategies to aim for sustainable income, tax efficiency, and confidence for the years ahead.
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.