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. We have developed our own computer 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. Also a complete report is prepared and mailed to you quarterly.

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

We have an online version of our concept interview available as a slideshow.

A thorough explanation of our services is available in our online brochure.

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

Important Customer Information