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Fiduciary Advisor

A fiduciary advisor is a professional practitioner who places the best interests of the client ahead of his or her own. As individuals offering advisory services through KMS Financial Services, Inc, we are able to offer a wide range of financial advice to our clients, and are able to offer unbiased advice on all financial matters. We look at the criteria that will benefit you and your investment objectives: service, the financial strength of the provider, charges and costs, past performance and so on.

The Benefits of Working With A Fiduciary Advisor

A fiduciary advisor is a professional practitioner who places the best interests of every client above his or her own. The benefits of using the services of a fiduciary advisor accrue to the investor throughout the relationship.

When designing your portfolio, we are free to consider a myriad of investment alternatives available today. There are no artificial limitations on which investments you can use since we are not obligated to promote one product or service over another.

When building your portfolio, we can weigh the merits of one investment against another, recommending investments because they will contribute to the unique goals of your investment strategy. There is no pressure, and no incentive, to sell you proprietary products.

When assessing your portfolio’s performance, we can use objective criteria to gauge the performance of each investment. An expert financial advisor can help you track the progress of your portfolio toward the financial goals you’ve set, and advise you when it is appropriate to make changes and when it’s time to stay put.

We believe working under a fiduciary standard is essential.