Kettering Investment Strategies » Our Clients

High Net Worth Individuals or Entities

thansaffel — Tue, 03 Dec 2013 03:00:11 +0000

Your success is not simply about portfolio holdings and account balances; it’s about your complete life. You have committed significant amounts of time and talent to build your wealth. You need a financial advisor that recognizes and cares about your personal goals for your family, your business and your future.

At Kettering Investment Strategies, our team provides planning through our three step process. We understand the layers of complexity that accompany success. We also recognize that life changes over the years; therefore, timely adjustments and consistent oversight are essential for a financial plan to succeed.

Estate planning
Legacy planning
Alternative investments
Charitable and philanthropic planning
Insurance review
Coordination with CPA and attorney
Trust services

Retirees and Pre-retirees

thansaffel — Tue, 03 Dec 2013 02:00:39 +0000

Retirement is more than a date in the far-off future or a respite after a successful career. Today’s retirements typically last longer and are busier than in the past, and that is why you need a retirement plan designed to prepare you for the day you retire – and all the days after.

Our team’s three step planning process of understanding your financial situation, designing and implementing an appropriate financial strategy and then managing that plan, provides you a personalized road to retirement. We will work closely with you to identify your long-term goals and ongoing needs. Then, we’ll create saving and spending strategies designed to help ensure you’ll be able to enjoy the lifestyle you want, for as long as you live.

Financial projections
Retirement planning
Income planning
Legacy planning
Estate planning
Risk management

Small Business Owners

thansaffel — Tue, 03 Dec 2013 01:00:39 +0000

You have committed significant amounts of time and money to build and run your business successfully. You need a financial plan that recognizes that much of your wealth is built and concentrated within your company.

At Kettering Investment Strategies our team understands the levels of complexity that exist within your business operations, and we provide the focused planning and oversight that is essential for a successful financial plan.

Retirement plans
Business succession planning
Risk management
Coordination with CPA and attorney