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Retirement Advisory

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Your Own Sherpa

Our financial advisory firm is unique to the investment world. We deliver both investment planning and money management, rather than automate or outsource either function.

You will find what makes K&C most different is what happens next, and for all the years that follow. You will have a personal guide for your climbs up and down across every challenge and turn. Every question is answered by a warm voice with expert experience but delivered to you in a way you will finally understand clearly. Other questions you do not know to ask yet – will be pointed out to you proactively, that is what a trusted guide does.

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Our guiding principle and most cherished feedback is “I can ask them ANYthing!”

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Because we are hands-on, we answer your questions directly and transparently.

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We work together as a team to make any adjustments to your retirement plan.

How Much Is Enough?