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.
Not a bank obligation. Not FDIC insured. Not insured by any federal government agency. Not guaranteed by any bank. May go down in value.
Kish Bank receives compensation from MML Investors Services (MMLIS) and its affiliates for referring clients to MMLIS and its representatives. MMLIS’s affiliates include Massachusetts Mutual Life Insurance Company (MassMutual), MML Bay State Life Insurance Company (MML Bay State), C.M. Life Insurance Company (CM Life) and MML Insurance Agency, LLC (MMLIA). As a result, Kish Bank has an incentive to refer clients to MMLIS and its representatives.
For the products and services offered through MMLIS, Kish Bank with 82.5% of the dealer concessions, commissions and advisory fees received by MMLIS. For products offered through MMLIA, Kish Bank will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative. For all products offered by MassMutual, MML Bay State and CM Life, Kish Bank will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative.
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. Kish Bank is not a subsidiary or affiliate of MML Investors Services and is not a current client. Local sales agencies are not subsidiaries of Massachusetts Mutual Life Insurance Company (MassMutual, Springfield, MA 01111) or its affiliated companies.
Check the background of MML Investors Services, LLC on FINRA’s BrokerCheck.
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