Wishing Our Friends and Family a Joyous Time

In the midst of the holiday season and the rush to the end of the year, Klingenstein Fields Advisors would like to wish everyone the happiest of holidays, filled with peace and joy. We are truly honored by the confidence you continue to place in us as your trusted advisor and look forward to working with you in the year ahead. You may have questions regarding 2017 taxes, final philanthropic giving or other transactions you would like to make before the year ends. As always, we are here to help. You may also be anticipating changes in your personal or business situation in the coming year that may affect your wealth plan. We would be happy to discuss any potential changes and provide guidance on the impact it may have and recommended adjustments to your plan. 


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.