First Strategy Meeting
When a client first meets with KAM South, we investigate his or her current financial situation to create a customized plan to meet specific goals such as retirement, education and cash flow management.
Annual Renewal Meeting and Strategy Analysis
Once a year, KAM South will meet with the client to review the previous year and anticipate the future. KAM South will review the client’s existing portfolio and apply any personal or career updates or changes which have occurred since the previous meeting. KAM South will also track client progress toward retirement goals and adjust the financial plan accordingly.
KAM South believes in helping clients maintain investments and continue financial growth, especially during a down market. KAM South investment strategies are customized to meet individual risk tolerance, time horizon and investment goals.
Progress Report Regarding Target Retirement Income
The purpose of saving for retirement is to produce adequate, sustainable income for retirement.KAM South will examine expected retirement income and determine whether that number is aligned with what you will need. Our analysis is generated using your specific accounts, asset classes and contribution levels and is adjusted for inflation and taxes to provide the most accurate analysis possible. KAM South helps clients establish and maintain retirement goals.
Consolidated Account Reporting
KAM South provides clients the ability to view investment performance at any time with real-time data pertaining to individual account performance, but most importantly to the integrated performance of all assets managed by your advisor.
First Consultation
KAM South offers an initial consultation for new clients in which the client-advisor relationship is explored. At this initial no-obligation meeting, we will determine whether your savings and goals are a good fit for our strategies and plans.
