Prospective financial planning clients of KBK Wealth Strategies receive an initial consultation, during which the client's goals and the suitability of an ongoing relationship are discussed. Once the specific client relationship is established, the following steps are suggested:
- Develop and prioritize specific short and long-term goals
- Analyze the client's financial situation and challenges
- Complete a questionnaire to determine appropriate personal risk tolerance
- Make recommended investment strategies
- Implement the agreed-upon recommendations
KBK Wealth Strategies can provide a turn key approach to wealth management that includes the following:
Investments
- Traditional IRA
- Rollover IRA
- Roth IRA
- SEP IRA
- Mutual Funds
- Brokerage Accounts
- Variable Annuities
Financial Planning
- Wealth Management
- Retirement Analysis
- 401(k) Accounts and Rollovers
- Optional Retirement Plan (ORP) Accounts
- 403(b) Accounts
- Estate Planning
- Taxation Implications
Risk Management
- Long-term Care Insurance
- Life Insurance