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The Purpose of a Financial Advisor

Personal Financial Advisors provide advice on investments, insurance, mortgages, college savings, estate planning, real estate, taxes, credit and debt reduction, and retirement to individuals, organizations, foundations, and businesses.

The advantage of having a personal Financial Advisor, and not a large advisory company, is to have ONE contact person that can help navigate you to accomplish your goals. This person knows you, your situation, and all the details to give you the help you need. This is helpful in a world where in this day and time everything is automated and impersonal.  A personal Financial Advisor can shed light on your personal situation and provide the strategy to get the job done. This allows you to feel like a person investing money and not just a person with money investing.

A Financial Advisor can help you organize all of your finances, including your everyday spending. So you can feel more prepared for whatever might happen, both today and tomorrow.

For some, getting started may present a challenge. However, with KimCo International, Inc. helping and a financial plan to guide you, soon you will feel confident about the road ahead.

Plan For Your Future

There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.

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