Reviewing your finances regularly helps to ensure that all your money decisions remain aligned, both with each other and with your broader life and wealth goals. Successful short and long-term financial strategies require diligent and proactive investment supervision. KFG investment team will:
- Discuss your investment goals, experience, timeline, risk tolerance, and more.
- Monitor accounts and investments under management on a daily basis.
- Advise on 401(k) plan investment elections.
- Offer counsel to avoid emotive decisions that could negatively impact investments.
- Offer a fee-only structure, and serve as your fiduciary advisor in advisory relationships.