Kac Financial Services

at kac financial services we always remember: • without you we have no business we use the breadth and quality of kac financial services' trusted resources to help you achieve your financialgoals without incurring undue risk. our investment process is individualized to you to help ensure that yourportfolio is appropriate to your objectives. we provide you with a holistic financial solution intended to care for you, your family, your business, ororganization. in addition to helping you chart your destination, we will provide guidance in accordance withyour needs. to accomplish this goal, kac financial services uses a four step consulting process. thisacquaints us with your current financial status, long-term goals, and objectives while involving you inthe process of developing an individualized investment strategy to reach your goals. we believe in the value of tax-advantaged financial strategies, investment planning and risk management. darren b. downs and kim checketts are regist