Princeton / New Jersey / United States
Focus Point Not all of our clients will require the comprehensive and on-going approach of Wealth Focus Solutions. To this end, we offer our services on an la carte basis called Focus Point. This allows us to utilize our resources, capabilities and expertise in specialized areas to address your specific need. The three Focus Point areas are: Investment Advisory Services Prudent investment management is a critical component of every financial plan. Unfortunately, it is easy to make mistakes as the emotions of investing can undermine the planning of even experienced investors. We strive to be the "voice of reason" for your investment decisions and expertly deliver investment management solutions demanded by todays wealthy families. We begin with a thorough understanding of your investment objectives, tax situation, risk tolerance, time horizon, and other factors important to successful planning. Together, we design a portfolio and establish guidelines to match your short- and long-term needs for capital preservation, cash-flow needs, and growth. KB Financial Partners, employs specialized investment professionals with extensive experience in portfolio design and investment-management-research. The combination of our highly-personalized process, in-house expertise, and independence, is designed to deliver effective investment solutions properly aligned with your overall wealth-management strategies. Financial Planning Services Obtaining personalized, impartial, and effective financial planning advice is critical to the long-term wealth-management of successful individuals and families. KB Financial Partners has invested extensively in resources and expertise in order to work with our clients to identify their unique vision of the future and create a strategic plan to attain it. We begin with Discovery - working with you to identify and understand your strategic and tactical vision of the future. We then analyze how your current financial situation is organized. Once completed, we identify strengths, inconsistencies, and potential pitfalls that exist between your current approach and your goals. We then recommend potential solutions and pathways critical to your long-term success. We have extensive experience in working with other advisors to help "quarterback" the implementation of planning strategies. For both investment advisory and financial planning services, we typically recommend comprehensive, periodic reviews to ensure that your strategies remain consistent with your goals and relevant to changes in the financial or regulatory environment. For over 20 years, the Principals of KB Financial Partners have specialized in assisting affluent families in the area of estate planning and individual risk management. Unlike many wealth-management firms, we have built our company on the premise that estate planning is an integral part of the wealth planning process. Our process analyzes three key objectives: Financial Independence, Legacy Planning, and the deployment of Social Capital. We utilize proprietary discovery and analytic tools to clarify your situation and your alternatives, and help you focus on the strategies with most potential. There is a natural tension between these three, and we work with our clients to identify the desired balance and develop effective solutions aligned with your long term goals and vision for the future. Whether it is developing and analyzing life insurance solutions, working with your attorney or tax advisors, or implementing advanced trust or planning strategies, our goal is to help you implement a plan that makes your vision for the future a reality. KB Financial Partners is a registered investment advisor and is currently registered in the following states: CA, DE, PA, NJ, NY & TX.
