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Large Enough to Serve, Small Enough to Care – We have passion for our clients and get to know our clients on a level that no other firm does. Because we are a small firm, it enables us to get to know our clients on much deeper level. In the same respect, our firm is big enough, with six professionals, to provide the depth and breath of services our clients expect.
Team Approach – We have a team approach as it relates to your financial needs and portfolio management. Because our associates have such a diverse background, each of them plays a unique role in the planning process. It is not just one individual that is fully responsible for the success of our clients. All of us are here to serve you and to answer any questions that you might have.
Experience and Educational Background – Kabarec Financial Advisors, Ltd. (KFA) has helped its clients achieve their financial goals for over twenty years. Our firm is very proud of the experience and expertise of the staff we have assembled. Each person makes a significant contribution to our clients’ success. Our experts have extensive experience and training in several aspects of financial planning. Our associates hold one or more of the following professional designations:
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Certified Financial Planner (CFPÒ)
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Personal Financial Specialist (PFS)
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Certified Public Accountant (CPA)
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Certified Financial Analyst (CFAÒ)
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Enrolled Agent (EA)
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Various Masters Degrees (MS)
Fee-Only Compensation – In all circumstances, Kabarec Financial Advisors, Ltd. does not receive commissions, rebates, finder’s fees, or any other form of compensation as a result of the purchase or sale of a financial product. Our compensation is derived solely from client fees. All fees are disclosed and agreed upon prior to our engagement. Our goal is to recommend the best course of action for our clients. Thus, we offer objective, unbiased advice with the clients’ best interest in mind.
On Staff Analyst – One of our associates has successfully passed the Financial Analyst exam. She is now a Certified Financial Analyst (CFA®) charterholder. The primary advantages of having our own staff analyst is that we have the ability to do our own independent research and provide unbiased advice to our clients. We do not underwrite securities and, therefore, there is no inherent conflict of interest in the securities we recommend.
Since every investor’s situation is unique, we create custom portfolios in order to match our client’s risk tolerance and return objectives. Thus, having our own analyst allows us to adapt quickly to changing market conditions, better manage our clients’ holdings and ultimately provide better service.
Personalized, Comprehensive Advice – Kabarec Financial Advisors, Ltd. offers its clients personalized, comprehensive advice. In order to achieve your goals and dreams, it is essential to focus on the complexities of your life. We have the ability to analyze the total financial picture, not just a portion of it. Investments make up only a part of the financial recommendation clients need. Not only do we concentrate on financial planning and asset management services, we also offer recommendations on:
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Retirement Planning
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Employee Stock Options Analysis/Concentrated Positions
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Income Tax Planning
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Estate Planning
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Education Planning
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Risk Management/Insurance Planning
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Philanthropy and Charitable Giving
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