Looking forward to 2020

The holiday season is upon us, and the New Year (and decade!) is less than two weeks away. We at Klingenstein Fields Advisors (KF Advisors) hope the year has been good for you and your loved ones, and we wish you the best for 2020. We are honored and thankful for the trust you place in us as your wealth advisor.

We look forward to continuing to work with you for many years to come, striving to help you fulfill your goals and legacy. Please contact us with any end-of-year questions you may have or transactions you need to make. And please let us know of any plans for next year, or potential changes to your circumstances that may impact your wealth strategy. As always, we are here for you with information and guidance.

The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personal investment advice. KF Advisors is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request or by clicking here. Please read the expanded disclosures in the linked report.