KAM - South, LLC
What we do for clients: We help you articluate the things that matter most to you-your value and financial goals. We help revise their financial game plan when life throws us a curve! We guide you to think about areas of their financial life they may not have considered. Provide you with an analysis of your existing investments. Review your exisitng IRAs and include them in your customized investment strategy. Suggest alternatives to lower your taxes. Last, we always put the client first, which is proactively implementing a Fiduciary Standard will all client relationships.