Do you feel lost
when it comes
to money?
There are many financial advisors to choose from so why should you consider KK Financial Solutions?
From financial planning services to investment management and estate planning, I approach every client’s goals through a lens of project management.
We help by listening to you and focusing on your financial needs. Together, we create a plan that supports your unique situation. We take the time to explain our strategies as we make sure that we recommend products and services that are right for you and your goals.
We customize your portfolio to fit your needs and in accordance with your goals, account size, and risk tolerance using our 3 C’s
The Cash strategy consists of resources that you need to meet your family's short-term cash flow needs, including regular income from employment or a pension, safe borrowing capacity, and investment assets earmarked for this purpose.
The aim of the Cash strategy is to provide enough capital to safely meet your short-term expenses
regardless of market volatility.
The Consistency strategy are the resources that you need to be focused on meeting your lifetime goals.
Its aim is to ensure that you’re invested in such a way that you have a high probability of meeting those objectives. The risk here is measured in terms of shortfall risk, in other words the possibility of not meeting one of your investment goals.
By coordinating your Cash and Consistency strategies, your confidence in your long-term financial well-being should be secure even in times of financial market volatility and economic crisis.
Karen Koenig, MBA
I will walk you through the entire process, whether you’re looking for estate planning or retirement planning services. Through my public speaking engagements and my published book, I find passion and purpose by empowering women to grow their wealth and set up their businesses for financial success through investment management. You define your goals and dreams for your future, and I will stick with you until we see those goals become reality.
Investment advice offered through Wealthcare Advisory Partners LLC dba KK Financial Solutions. Wealthcare Advisory Partners LLC is a registered investment advisor with the U.S. Securities and Exchange Commission.
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