We believe any effective client-centered organization should have a specified philosophy that not only governs the practice of the firm, but also governs all of the firm’s representatives. In addition, we know that an established philosophy helps to serve as a vital part of a successful client, representative, and firm relationship. As such, KFICO’s written and proudly displayed philosophies are as follows:
We listen to our clients’ goals and dreams.
We offer choices among products and strategies.
We educate our clients on their choices.
We develop comprehensive financial plans.
We identify and partner with innovative organizations to solve client needs.
We work with client advisors – attorneys, accountants, and insurance agents.
We stay committed to always offering our top-notch service.