Planning

At K&A, one of our Certified Financial Planners (CFP®) will tailor a plan to suit your unique needs and goals. We use a process we developed called Dessanomics that maximizes wealth and more efficiently manages debt and taxes. All plans are developed with our own personal approach, designed to help you reach your goals. We’re here to help – and that’s more than a statement – it’s a promise.

We take special pride in always being accessible and in making sure the whole process is comprehensible and collaborative. We are a resource to help you make sound financial decisions in every aspect of your life. Whether your needs are basic planning to achieve your desired retirement income or whether you have complex needs that require in-depth tax planning, succession planning and/or estate planning – we can help. We have an extensive resource of professional advisors we can bring to the table. We are the quarterback for your financial affairs.