HOW WE WORK

As financial advisors, we have developed a simple, six-part method for working with you from the beginning.  Once in place, it becomes a continuous and orderly process.

The Financial Planning Process:

It is important to remember that at no time do we replace your present legal, trust, insurance or accounting professionals.  Rather, we extend the effectiveness of their services on your behalf.

Continuous monitoring of your portfolio is provided at Kissinger Financial Services, Inc.  We have developed our own software program, The Client Communiqué, to accomplish this complex task.  You may receive an update of your portfolio with just a phone call to our office.

All clients receive our newsletter containing useful information on all aspects of financial planning.

At Kissinger Financial Services, Inc. we give you more than you ask for.