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Better Service and Greater Value for You

At K&S we specialize in providing refreshingly personalized service and greater value for our clients. As a First Allied independent wealth management firm, we are not limited to pushing proprietary products or services. Instead, we prioritize your interests and offer a wide variety of products and services, all of which we can tailor to suit your individual investment, planning, and wealth management needs. 

Corporate Employee Consulting Services

For corporate employees who are preparing 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. We'll help you understand all your options and their advantages and disadvantages when it comes to your post-retirement income and assets, including tax strategies. We'll help you clarify your goals and priorities, and then tailor an investment program and retirement plan that fits your needs and objectives. 

If you are an employee in one of the following categories, we believe we are uniquely equipped and have specialized knowledge to help you navigate your retirement plan options. 

  • Energy Companies
  • Telecommunications Companies
  • Teachers & Educators
  • Health Care Professionals
  • Non-Profit Organizations
  • All Other Employees

Financial Planning & Investments

A solid, personalized plan can help ensure that you are getting the most out of your assets in the short, medium, and long term. Such a plan, when implemented correctly, can help minimize your exposure to risk and vulnerabilities, which could impact your financial fitness and your ability to achieve your desired lifestyle for the immediate and for the future. Our experienced professionals specialize in providing in-depth personal planning services to clients just like you, who seek low fees and consistent returns, while minimizing risk. 

Retirement Planning Specialists

Our retirement planning specialists have the knowledge, the expertise, the focus, and the reputation to provide you with the information, advice, and counsel you need to make informed decisions in planning for your retirement and in enjoying your retirement to the fullest. We'll help you strategize and plan in ways that will help protect your assets from stock market volatility, inflation, taxes, and costly healthcare concerns. Our specialists can also advise you and develop plans for ways to generate lifetime income and increase the value of your assets over time. 

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 them in understanding and maximizing 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, we are pleased to provide you with access to educational and informational printed materials, periodicals, and live seminars, all provided by our K&S professionals. 

  • K&S Financial Fitness Seminars
  • Free Financial Reports
  • K&S Financial Fitness Newsletters
  • K&S Published Articles

Other Planning Services

Your financial fitness is just as complex and multifaceted as your physical fitness. And just as an effective wellness plan includes every aspect of your nutrition, exercise, and lifestyle, having a comprehensive financial plan that incorporates every aspect of your financial planning and wealth management can be the key to unlocking the true full potential of your financial fitness. Our team of experienced professionals are equipped to provide you with conceptual advice, comprehensive planning, and access to specialists in the following areas:

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

Free Financial Reports

401(k) Savings Plan Review

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Investment Portfolio Review

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Retirement Income Analysis

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IRA 72(t) Income Distribution Analysis

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