Financial Planning

Products & Services: Portfolio Management | Tax Planning | Real Estate Solutions | Investment Advisory | Financial Planning | 401k Rollovers

At KAC Financial Services we are committed to developing a holistic LIFE PLAN for you. As part of the process we offer extensive Financial Planning solutions and work in conjunction with your CPA and estate attorney to review those areas that matter most to you.

Comprehensive Financial Planning

  • Pre-/post-retirement planning
  • Personal/net worth review and update(s)
  • Estate planning review
  • Business succession planning
  • Income-tax and cash-flow analysis
  • Long-term care analysis

Portfolio Management

  • Fee-based portfolio management
  • Asset allocation review
  • Tax-advantaged investments and annuities

Estate Planning & Trust Services

  • Revocable trusts
  • Grantor annuity trusts and grantor unit trusts
  • Irrevocable life insurance trusts
  • Charitable remainder and charitable lead trusts

Services For Businesses

  • Retirement plans and study
  • Investment advice on proceeds from sale of business
  • Key person life insurance

Retirement Plan Services

  • Self-Directed IRAs (Traditional, Roth, and Roth conversion analysis)
  • Simplified employee pensions and Keogh plans
  • Simple plans for small businesses
  • 401(k), 403(b), pension, and profit sharing plans
  • Assistance in reviewing employee choices for 401(k) funding as well as asset-allocation advice
  • Planning for lump-sum and periodic distributions

Comprehensive Asset Management

  • Money market with check writing
  • Access online/advanced technology
  • Visa debit cards
  • Private credit line (based on marginable securities)
  • Automatic bill payment
  • Direct deposit