KAM offers two primary financial services:  comprehensive financial planning and investment portfolio management.  We also offer financial advice for more limited projects such as one-time selection of assets in an employer-provided 401(k), one-time selection of assets for a personal IRA, or one-time capital needs analysis for retirement planning.  

If needed and requested, we refer our clients to attorneys or certified public accountants who offer legal advice, preparation of legal documents, tax advice, or preparation of tax forms.  KAM cannot and does not offer legal advice or tax advice.

Used together, professional financial planning and portfolio management will maximize your opportunity to accomplish your financial goals.  Comprehensive financial planning is the foundation for making good financial decisions throughout your life.  Portfolio management is a key component for building capital needed to implement a comprehensive financial plan.  Some clients engage KAM for both services, while others select one or the other, depending on individual needs and financial circumstances.

Click these links for more information about our  financial planning service and investment portfolio management service.