Financial planning means different things to different people. At Kish Financial Solutions, we believe it’s the process of carefully managing your finances to help plan for a future you’ve dreamed of. And we believe you shouldn’t have to plan for your future alone.
Our team brings a wealth of knowledge and experience to our client relationships and offers professional guidance based on your financial goals—whether you’re looking for a comprehensive plan or want to focus on a specific area of your financial life.
- Evaluation of Portfolio Gains/Losses
- Tax Minimization Strategies
- Non-Qualified Investment Planning
- Estate Planning*
- Effects of Liquidation
- Tax Deferral Methods
- Cost Basis Tracking & Analysis
Our thorough process that includes fact-finding, implementation**, and ongoing review of your goals and priorities helps to ensure that the strategies we put into action can help maximize your income and assets.
*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
**Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial planning fee.
Kish Bank is pleased to provide its customers with access to a wide range of personal financial planning services, investments and insurance products. Kish Bank and Kish Insurance hold insurance licenses through which we offer a range of group insurance products. Additionally, through a strategic alliance relationship with MML Investors Services, LLC, a registered broker/dealer and Member of FINRA, qualified registered representatives of MML Investors Services, LLC are available at Kish Bank to offer securities, investment advisory and financial planning services. Services offered through registered representatives of MML Investors Services, LLC, including investments and advisory services, are not FDIC insured or bank products.
Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC, Member SIPC. 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050. 717-791-3300. Kish Bank and Kish Financial Solutions are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies. Insurance and securities products and services are:
- NOT A BANK DEPOSIT
- NOT FDIC INSURED
- NOT INSURED BY A FEDERAL GOVERNMENT AGENCY
- NOT GUARANTEED BY THE BANK
- MAY GO DOWN IN VALUE
Check the background of MML Investors Services, LLC on FINRA’s BrokerCheck.
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