Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing.
That's why, at KBC Financial Services, Inc., we make it our priority to get to know you as a person. Not only do we want to provide you with the most complete course of action possible, but we also enjoy working for people we like.
Once we complete the initial process of setting up your investments, it doesn't end there. We'll monitor the progress your money is making. And we'll meet regularly with you to make sure your investments reflect your current life circumstances. We are also happy to answer any financial questions that you may have and can provide quick e-mail summaries of most financial issues.
Because we work so closely with you, we tend to think of our clients as our friends. So don't be surprised if you ever get a phone call from us just to say "hi."
Some of our services are shown below:
- Retirement Planning
- Financial Planning
- Mutual Funds
- Estate and Inheritance Issues
- Education Funding
- SIMPLE IRAs
- Tax Planning
- Insurance: Life, Health, and Long-Term Care
- Fee-Based Asset Management