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OUR PROCESS | Overview

Our investment process begins with us gaining an understanding of your needs. We want to know how your money is involved in your hopes and dreams. We want to know what you want your money to do and when you want it to happen.
 
It is also extremely important for us to understand your attitude regarding risk. We must communicate clearly about the relationship between risk and reward. Our job is not to sell you on taking more or less risk, but to communicate the reasonable expectations from your chosen investment strategy.
 
Our understanding of your investment needs becomes the mortar in building your financial house. The better we understand your needs, the stronger are the bonds that hold together the bricks of our financial program.
 
Once we feel we understand your needs, we can begin to consider the specific investment vehicles that will be used to help you pursue your goals.
 
When your program is implemented, we will offer you continued guidance through updates on the performance of your investments. We also encourage you to update us on changes in your life that will impact our decisions.

* Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor.

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