WHO IS REALLY CONTROLLING YOUR MONEY?
- Is your Financial Advisor charging you too much? Are you sure? Is he/she truly giving you all investment options? Even outside of his/her firm?
- Is your Estate attorney keeping up with all the latest ways to protect your assets? When was the last time he/she talked to your beneficiaries? Why?
- Is your CPA talking to your financial advisor, other than to get tax documents? Are they talking to your estate attorney? Who initiates that conversation?
- Are all your strategies staying on point and yet adjusting to an ever changing global stage?
- The human insurance environment is an absolute nightmare, do you have the right coverage for you?
- The conversations you have with any financial professional, do you understand every word? Do you get the feeling that is the way the industry wants it?
- Do you have someone who can be your watchdog and tie it all together?
WE ARE YOUR QUARTERBACK! REGAIN CONTROL OF YOUR FINANCIAL WORLD!
Making the right connections for your financial future.
WHAT ARE THEY TALKING ABOUT??!!
Interpreting the financial language; get the inside scoop on what those words and phrases REALLY mean! Learn the questions to ask when interviewing your financial experts!
For details go to our As Your Educator page.
What if you had your own personal Financial Operations Manager?
Have your own personal financial operations manager for tailored introductions/connections and continued oversight that matter for your financial future.
For details go to our Financial Operations Management page.
To schedule a time for a conversation
call KMH Unlimited at 518-221-2806
You can also send an email to firstname.lastname@example.org