Wealth Strategies in a Changing World

Klingenstein Fields Advisors (KF Advisors) is pleased to deliver our next edition of ViewPoint, a publication offering our insights and perspectives on the markets, investments, planning and other topics of interest.

This year has demonstrated how quickly a situation can change and the importance of making sure your wealth plan is up-to-date. This special issue of Viewpoint discusses some of the key areas that the KF Advisors Wealth Planning team has been working with clients on recently, including asset transfer strategies, cash flow management and concentrated stock strategies. Download the PDF by clicking on the icon above right.

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.