Financial Position Analysis
Are your current accounts and investments aligned to your long-term financial goals? Or could you benefit from a professional evaluation of your assets, to ensure you’re on the path to greater financial health?
Talk to Kish Financial Solutions about our Financial Position Analysis. A Kish advisor will work with you to provide a professional financial assessment of your existing accounts and other assets and make recommendations to help improve your:
- Budgeting & Debt Management
- Assets & Liabilities
- Cash Flow & Net Worth
Contact us today to start working with a Kish financial professional.
Disclosure
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.
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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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