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Corporate Employee Consulting Services

Retirement Plan Distribution
If you are about to receive a distribution from your employer’s profit sharing plan, 401(k) or pension fund, we can help you with the important decisions facing you at this time.

You should know your tax planning options. You may be eligible for special treatment if you pay taxes now, or if you decide to roll your distribution over into an IRA and defer taxes, you need to know which strategy is best for you.

We know your retirement plan distribution can represent a major portion of your post-retirement assets and you should understand the advantages and disadvantages of each of the many options that are available. We attempt to help you identify those options and then tailor an investment program that fits your needs and objectives.

If you are an employee in one of the following categories, we believe we have the experience in working with your contemporaries and a special knowledge of the type of retirement plan in which you are involved.

To learn more, place your cursor over these categories and click to select the one that interests you...

If you would like to learn more about the corporate advisory services available to you, give us a call at 888.901.8310.

Financial Planning & Investments

It is vital to have a solid financial plan in place to ensure that you are getting the most out of your assets and income in the short, medium and long term. Failure to implement and maintain such a financial plan exposes your financial security to vulnerability and that financial vulnerability could diminish your ability to achieve your desired lifestyle in the near and distant future.

We are experienced professionals specializing in providing in-depth personal planning services to clients just like you, who seek low fees and consistent returns, all while attempting to minimize risk.

If you would like to learn more about how we might assist you in enhancing your financial planning and investment strategies, give us a call at 888.901.8310.

Retirement Planning Specialists

Like most people, you probably have plenty to keep you busy with your work and family, so you may not have the time needed to thoroughly explore the retirement investment world.

Similar to working with a personal fitness trainer, working with a retirement planning specialist can show you how you may be able to efficiently get to your retirement, by helping you plan for future distributions through your 401(k) plan, pension plan and other sources.

Your retirement plan specialist seeks to train and assist you in transferring your assets efficiently, striving to protect your assets from stock market volatility, inflation, taxes and catastrophic health concerns with a goal of assisting you with tax-advantaged savings and diversified investments that may make your money work best for your changing situations.

And, most importantly to advise you on ways that may generate income and also attempt to provide you with the potential to increase the value of your assets through you lifetime.

We believe that we can become your retirement planning specialist resource.

We believe that we have the knowledge, the expertise, the focus and the reputation to provide you with the information, advice and counsel that you need to make informed decisions in planning for your retirement and in enjoying your retirement to the fullest.

Investment Education & Seminars

We are committed to providing investors - both experienced and those just starting out - with opportunities that may enhance their investment knowledge and assist in minimizing risk to help them survive the ups and downs of today’s ever changing markets.

Whether you are considering a change in your investment strategy or simply looking for tools and advice that you can use in your investing strategy, we are pleased to provide you with access to printed material and periodicals, as well as live seminars, all provided by our professionals.

Place your cursor over these information resources and click to select the one that interests you…

K&S Financial Fitness Seminars

Free Financial Reports

K&S Financial Fitness Newsletters

K&S Published Articles

If you would like to learn more about Investment Education and Seminars offered, give us a call at 888.901.8310.


We can provide you with conceptual advice and access to specialists in the following areas:

  • Estate Planning
  • Insurance Planning
  • Tax Planning
  • Mortgage and Debt Management Planning
  • College Planning

If you would like to learn more about how we might assist you in your retirement planning and investment strategies, give us a call at 888.901.8310.

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Securities Offered Through First Allied Securities, Inc. - Member FINRA / SIPC