KBK Wealth Strategies
Providing Guidance for your Financial Future
To learn more about the professional history of Katherine
Kennedy, please visit FINRA's BrokerCheck.
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Building Your Wealth
Securities and Advisory Services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced are independent of Osaic Wealth. KBK Wealth Strategies Inc. is a marketing name.
Osaic Wealth Form CRS
KBK Wealth Strategies can evaluate your financial health and then guide you in developing your unique financial strategy in a well-defined plan. In order for your strategy to be successful, it should be well thought out and implemented but flexible so that when obstacles arise, it can adapt. In other words, financial planning should be a comprehensive and ongoing process.
By definition "process" means "a systematic series of actions directed to some end." A crucial component to reaching your financial goals is the implementation of sound strategies with your financial security in mind. Katherine Kennedy, as a registered representative with Osaic Wealth, Inc., member FINRA/SIPC, can offer fee-based products and can implement investment and risk management recommendations through commision-based strategies.
Planning Your Future
It is one of the most important things you can do, but it is also the most overlooked. Here at KBK Wealth Strategies, we can help you accomplish your future financial goals. Don't worry, we will be with you every step of the way.