KFA Blog

We’ll wash your windows, check your oil, tire pressure, and fill ‘er up…

Many people remember the Full-Service Gas Station experience.  As you pull on to the gas station lot and drive over the rope, the bell rings prompting a smiling b2ap3_thumbnail_Gas-Station_20140408-155801_1.jpgattendant to serve you.  The attendant would wash the windows, check the oil level and tire pressure, and pump gas into your car.  Many of the old commercials on television from companies like Texaco or Sinclair used language like “keeping your trust” and “trust is everything”.  Even the uniforms of a grey button up shirt, tie and hat showed pride in the service provided.  Now fast forward to today’s gas station experience… it is anything BUT full-service

Would you use the words “Full-Service” to describe your current Financial Advisor?

If you have ever contemplated working with a financial advisor, we would like to restore your trust and faith that there are still companies that show pride in the service they provide by the manner in which they work.  You may even be happy to hear that a financial advisor SHOULD be described as Full-Service.  There is a common misunderstanding that a Financial Advisor can only help you with your investments just like today’s gas station mainly provides fuel for your car. On the contrary, a Financial Advisor can provide many services that you may not be aware of.

Below is a short list of services a Full-Service Financial Advisory Firm like KFA offers:

  1. The ability to develop a financial plan, put the plan into motion, and monitor the plan so you can enjoy living life without worrying about tomorrow
  2. A network of professionals who can assist with very complex situations such as income tax, estate planning, property, life, health insurance, and banking
  3. Provide investment management based on your goals and objectives and tolerance for risk
  4. Show a willingness to answer any question that impacts your financial goals
  5. Share an excitement about reaching your goals and seeing you become successful
  6. Share a genuine concern about your situation without passing any judgment
  7. Have a desire to assist you in leaving a legacy to your next generation of heirs
  8. Look at your overall picture to make sure you have the right type and amount of insurance, beneficiaries, and informed individuals in place should a life changing event take place
  9. The willingness to help complete paperwork and make necessary phone calls due to an unexpected loss or change in circumstances
  10. Organize your financial life for you
  11. Extended family; You truly become part of our family

Maybe the most important quality is that you feel comfortable working with your advisor and will not hesitate to call or become anxious when it is time to schedule your checkup. 

Come visit our Full-Service firm to see how our services can help you.  If you or someone you know needs guidance from our professional team, please contact us at 847-934-7777 to schedule a free consultation today.

KFA Market Commentary
I just finished my tax return…Now what?

Related Posts



No comments made yet. Be the first to submit a comment