The KFAC physical office is closed until further notice. Click here for more information.
Our clients come from various backgrounds, but they all have the desire to grow and preserve their wealth. We believe most of our clients do not have the time, talent or inclination to research their own investments or design a successful long-term financial plan. Instead, they seek a team of professionals that can help them make objective and smart decisions about their financial future. Our clients include pre-retirees; retirees; business owners; and individuals that have recently experienced a significant life event, such as the death of a spouse, divorce, or career change. We have identified the following attributes in our ideal clients: