KFA Blog

As Seen In WSJ Midwest Wealth Guide - April 2017 Issue

 

How Far Into the Future Does Your Financial Plan Take You?

Rich people never want to be poor. “Whether one’s riches are counted in millions or with a few less zeroes, everyone wants to preserve hard-earned assets.” says Michael Kabarec, CFP®, CPA/PFS/EA, president of Kabarec Financial Advisors, Ltd. (KFA) in Palatine, Illinois.

Kabarec’s advice, which emphasizes protection against volatile market downturns, has been tested and proven many times since he opened his office in a spare bedroom in his home back in 1982. Perhaps never more proven than in 2008, when the major financial markets lost more than 30 percent of their value. His clients already had solid plans in place which reduced their exposure and minimized their losses. They weathered the storm and outperformed the S&P.

It’s a Process, Not an Event

According to Kabarec, retirement readiness is much more complex than simply building a nest egg. “Accumulating wealth is only the first step,” he says. “Preserving wealth throughout retirement is equally important in assuring long-term financial stability. At KFA, we take the life long-view when it comes to financial planning, encompassing decades as well as multiple generations ahead.”

For the full story, click HERE.

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As Seen In Corp America March 2017 Issue

 

First for Finance

Kabarec Financial Advisors, Ltd. (KFA) is an independent, fee-only financial and investment advisory firm with 35 years of experience in helping clients achieve their financial goals and objectives.  The firm provides multi-generational, financial comfort and sense of financial peace-of-mind.

"We share our knowledge and expertise to make the complex, simple," explains Michael Kabarec, CFP®, CPA/PFS/EA, president of the firm.  "We are also committed to tax-planning and asset protection as we believe it is not about how much clients have, it's about how much clients keep.  As a fee-only advisory firm, we do not earn any commission on products or services, therefore we can make recommendations without any conflict of interest."

With more than three decades of experience, KFA has seen and been through all types of markets - the good, the bad and the ugly.

We've learned that rich people never want to be poor so we are always trying to limit the drawdown.  We know how and would rather protect our clients on the downside than be spectacular on the upside."

For the full story, click HERE.

 

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