This communication is strictly intended for individuals residing in the states of Texas and Arkansas.
IMPORTANT CONSUMER INFORMATION A broker-dealer, investment adviser, B/D agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, B/D agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, B/D agent, or IA rep, a consumer should contact his or her state securities law administrator.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
Planning Your Future
It is one of the most important things you can do, but it is also the most overlooked. Here at KBK Wealth Strategies, we can help you accomplish your future financial goals. Don't worry, we will be with you every step of the way.
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KBK Wealth Strategies can evaluate your financial health and then guide you in developing your unique financial strategy in a well-defined plan. In order for your strategy to be successful, it should be well thought out and implemented but flexible so that when obstacles arise, it can adapt. In other words, financial planning should be a comprehensive and ongoing process.
By definition "process" means "a systematic series of actions directed to some end." A crucial component to reaching your financial goals is the implementation of sound strategies with your financial security in mind. Katherine Kennedy, as a registered representative with Royal Alliance Associates, Inc., member FINRA/SIPC, can offer fee-based products and can implement investment and risk management recommendations through commision-based strategies.
KBK Wealth Strategies
Providing Guidance for your Financial Future