Wealth Management

KS-LLP offers wealth management services through an affiliate entity, KS Financial Advisors.  The principals of KS-LLP founded KS Financial Advisors with the belief that financial planners, accountants, insurance agents, and other financial advisors should be working together to achieve your financial objectives. Our team-focused approach is designed to improve the quality of the client experience through frequent communications on tax matters, retirement, asset allocation, risk management, and estate planning.

Our advisors help individuals, families, and businesses define their goals, develop their financial plan, and implement strategies to achieve targeted results. Our clients hire us for our tax-centered expertise that we incorporate into each of our wealth management solutions.  We make recommendations that position client assets to work more efficiently, minimizing tax liability and maximizing money saved and invested toward the future.

At KS Financial Advisors, we deliver our advice professionally and with utmost integrity. Our priority is to become your most trusted independent advisor and preferred strategic partner in managing your wealth.

Our services include:

• Analysis of your income needs now and in the future

• A comprehensive review of your tax return

• Analysis of your current estate plan and concerns

• Analysis of beneficiaries of your IRAs and insurance policies

• Coordination with other financial professionals

• Creation of a family statement of net worth

• A review of education funding strategies

• Income tax planning & tax sensitive advice

• Ongoing portfolio management & asset allocation review

• Personal risk management review

• Tax-advantaged investment management

• Wealth transfer & lifetime gifting strategies