
Some of the individual factors we consider during the strategic development process are:
- How comfortable are you with risk?
- Are tax planning considerations conflicting with your personal desires?
- How much liquidity do you really need?
- Are your children and other loved ones appropriately provided for?
- Have you made the philanthropic impact that you’d like to make?
- Does your current insurance coverage meet your needs?
- Do you have concrete, actionable plans for implementing the legacies and dreams you’ve envisioned?
You get the picture. There is no typical KENTOR Financial® client. Consequently, there is no typical KENTOR Financial® strategy. Unlike many large institutions and investment houses, we have no set formulas or policies. We start from ground zero with every client and keep working until we arrive at a solution tailored just for you.