Our Trusted Partners
KMS Financial Services, Inc.
We are licensed to offer securities and advisory services through KMS Financial Services, Inc., a Seattle-based registered broker dealer and investment advisory firm founded in 1971. KMS is an independently operated, wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc., whose subsidiaries include Ladenburg Thalmann & Co. Inc., a member of the New York Stock Exchange since 1879.
KMS focuses on supporting the efforts of Investment Professionals - working with clients to define and implement prudent strategies to address their financial goals and objectives.
SEI and 5 Point Financial: Paving the Way to Your Success
5 Point Financial taps SEI’s global resources and expertise to help you pursue your goals.
SEI's investment principles and processes, coupled with your advisor’s personal relationship with you, work together to help enhance returns, reduce volatility and manage investment risk.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession.
FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. FPA’s One Connection™ for professional development, business success, advocacy and community at the national and chapter levels is truly indispensable in the advancement of today’s CFP® professionals.
This software helps us pinpoint a client's risk number and build a portfolio that contains the appropriate amount of risk.