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About KINDER FINANCIAL SERVICES
KINDER FINANCIAL SERVICES is a reputable financial advisory firm that has been providing expert financial guidance to clients for over a decade. Led by a team of experienced and knowledgeable advisors, KINDER FINANCIAL SERVICES offers a wide range of financial services to help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
| Key Takeaways | Details |
|---|---|
| Expert Financial Guidance | KINDER FINANCIAL SERVICES provides expert financial guidance to clients, helping them make informed decisions about their money and investments. |
| Wide Range of Services | The firm offers a wide range of financial services including investment management, retirement planning, tax planning, and estate planning. |
| Customized Solutions | KINDER FINANCIAL SERVICES works closely with each client to understand their specific financial needs and goals, and creates customized solutions to help them achieve success. |
Facts and Insights
KINDER FINANCIAL SERVICES is committed to providing reliable and accurate information to their clients. Here are some key facts and insights about the firm:
| Assets Under Management | $500 million* |
|---|---|
| Number of Advisors | 10+ |
| Time in Business | Over 10 years |
*As of December 2020
Financial Services Offered
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- College Planning
- Wealth Management
- And more…
Client Types
KINDER FINANCIAL SERVICES caters to a diverse range of clients, including individuals, families, and businesses. Their advisors have the expertise to work with clients at various stages of life and financial situations, including:
- High Net Worth Individuals
- Retirees
- Small Business Owners
- Professionals and Executives
- Young Professionals
Fees & Compensation
KINDER FINANCIAL SERVICES believes in transparent and upfront communication with their clients, including when it comes to fees and compensation. As a fee-only firm, they do not earn any commissions from financial products, ensuring that their recommendations are always in the best interest of their clients. Fees are based on a percentage of the assets under management, and a detailed breakdown is provided to each client before any services are rendered.
Background
Founded in 2008, KINDER FINANCIAL SERVICES has built a strong reputation for providing reliable and personalized financial advice to their clients. Their team of advisors has a combined experience of over 50 years in the financial industry, and they continually strive to stay updated with the latest trends and strategies to better serve their clients. The firm’s client-centered approach and commitment to excellence have earned them recognition and trust in the financial community.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, KINDER FINANCIAL SERVICES adheres to all regulatory requirements and ethical standards. Here are some important disclosures to be aware of:
- KINDER FINANCIAL SERVICES is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
- All advisors at the firm are properly licensed and have met the necessary qualifications and education requirements.
- The firm has a fiduciary duty to act in the best interest of their clients at all times.
- Any conflicts of interest will be disclosed to clients in writing.
- KINDER FINANCIAL SERVICES may recommend certain financial products or investments, but they do not receive any commissions for these recommendations.
- Comprehensive written agreements are provided to clients, outlining the terms and conditions of the advisory relationship