How does the advisor help clients – Key Takeaways:
- KFP&C offers personalized financial planning and consulting services tailored to each client’s unique needs and goals.
- The firm provides expert guidance and advice on budgeting, investment strategies, retirement planning, tax planning, and more.
- KFP&C advisors work closely with clients to develop comprehensive financial plans that align with their short and long-term objectives.
- The firm’s goal is to empower clients to make informed financial decisions and achieve financial security.
Facts and Insights
KFP&C has been in business for over 10 years, serving numerous satisfied clients with their financial needs. The firm has a strong track record of helping clients reach their financial goals, with a focus on personalized attention and transparent communication.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $50 million+ |
|---|---|
| Number of Advisors | 5+ |
| Time in Business | 10+ years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Education Planning
- Insurance Planning
- Debt Management
Client Types
KFP&C serves a diverse range of clients, including individuals, families, and small businesses. Whether clients are just starting to plan for their financial future or are nearing retirement, the firm has the resources and expertise to help.
Fees & Compensation
KFP&C operates on a fee-only compensation structure, meaning clients only pay for the services they receive. This model allows the firm to provide objective and unbiased advice without any conflicts of interest. Fees are based on a percentage of assets under management, ensuring that the firm’s success is directly tied to the success of its clients.
Background
KFP&C was founded by John Koon, a highly experienced financial advisor with a passion for helping individuals and families achieve financial stability. Along with a team of skilled advisors, John uses his expertise to guide clients through complex financial decisions and create personalized strategies for long-term financial success.
Financial Advisor Disclosures to Know
- KFP&C is a registered investment advisor, registered with the Securities and Exchange Commission (SEC).
- The firm has a clean record, with no regulatory or legal actions taken against it.
- KFP&C advisors are required to act in their clients’ best interests at all times, following the fiduciary standard.
- KFP&C is transparent with its fees and potential conflicts of interest, providing clients with all necessary disclosures.
KFP&C is dedicated to helping clients achieve financial security and stability. With a focus on personalized attention and expert guidance, the firm offers a comprehensive range of services to meet the diverse needs of its clients. Through transparent communication and a fiduciary obligation, KFP&C is a trusted partner in financial planning and consulting.