Client Experience

As the fiduciary responsible for your financial assets, your best interests are paramount when making recommendations about your savings and investment strategies. That includes making sure your investments are appropriate for your personal risk tolerance and financial stage of life.

Your financial plan will be designed using a holistic approach. Insurance, health care, estate planning, taxes and most important, what you want to do with your life is discussed. Solutions are offered, not products.

A crucial part of any investment plan is to review your accounts on a regular basis. I will get to know you both as an investor and as a person. With this information, a plan will be created to accomplish specific goals and prevent problems before they occur. We will meet in person at least once a year.

You will be called every three months to discuss how your account is doing and what to possibly expect in the near future. However, should an investment concern develop, you will be contacted immediately, the problem reviewed and the solution recommended.

Often times the best intentions go away when beneficiary designations become outdated or obsolete. Your beneficiary information will be reviewed with you annually and an estate attorney will be recommended if needed.

C. T. Kares Advisory is a fee-only Registered Investment Advisory firm. No sales commissions, hourly rates or service fees are charged.