KAM South offers the following proprietary Financial Planning Services:
The Financial Checkup
The objective of the Financial Checkup is to identify “blind spots” or “gaps” in the client’s existing financial position and to make corrective recommendations in order to meet long term goals.
Retirement Investing Plans
The Retirement Investing Plans allow the client to determine realistic goals for retirement and to aid the client in creating an investment plan designed to achieve desired retirement income.
(The KAM South Approach to Financial Planning for Large Families)
FPLF™ is based on the KAM South belief that educating children about budgeting, investments, risk management and financial responsibility helps enable an effective transition of wealth from one generation to the next. Our objective is to ensure that your family values pass down with your valuables. The FPLF™ program addresses the unique needs of Financial Planning for Large Families. Recommendations are provided in the areas of savings, cash flow management, emergency funds, educational planning & funding, beneficiary forms, types of investments and other areas of concern to larger families.
Financial Planning Projects
KAM South can also provide specialized financial planning information to meet specific client needs. For example, during major life events or transitions, clients need advice unique to each situation. The role of KAM South is to provide advisor stewardship, along with a financial planning transition framework for unanticipated events such as death of a patriarch/matriarch, post-divorce transition, sale of family business, or elder care transitions.
Additional Areas Addressed by Financial Planning Projects:
Cash flow analysis and management; business planning; current portfolio review or analysis; portfolio allocation and investment recommendations; insurance review and risk management analysis; estate plan review; and income tax planning.
