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