KAB Financial Solution’s Process

KAB Financial Solutions is about helping families get a handle on and build a solid foundation in the insurance and financial areas of their lives.  This includes basic concerns like setting up a spending plan (having a budget in other words – and yes everyone needs one), to looking at how much and where you are saving money, to how you have structured your auto, home, disability and life insurance.

We then go farther, in that we look at the risk you are taking, taxes you are paying, and choices available to you to save and invest in. (Yes, saving and investing are very different things!!)

We then look deeper at your overall strategies to see if you are being as efficient as possible with the limited dollars you have available to work with.  Strategies like proper insurance planning, financial tools to use, debt management, college planning, retirement income streams, legacy concepts and more.

We take all this info and build a one page model to see everything all in one spot so we can see what is working and what is not.  Sometimes your current strategies just need a small tweak (like an oil change on your car) and sometimes they need a major overhaul (like a major tune-up) to make them work to their highest capacity for your financial benefit, not just for the bank, financial institution or insurance company.  Every so often, we need to replace the entire strategy (get a new car).

Have you ever stopped to ask yourself, that if there were one financial or insurance product out there that could solve everyone’s problems, wouldn’t we already own it and everything would be just fine?  I do not see it happening that way as I look around me, do you?  Maybe it is time to make a step in the right direction by trying something a little different, that can be shown to work in good times and bad.  Maybe, just maybe, there is a better way that others are not talking about openly.  Maybe that is because there is not as much money to be made these other ways for the companies.

Is it the right time for you to take a look at something different for your family?  All you have to lose is time and value for your family by waiting or not trying!

When families are ready to get started on maximizing their overall financial and insurance plan, they use this form to schedule a complimentary 30-60 minute introductory meeting with Kurt to see the process for themselves.  Once they have seen the process, they decide if this makes sense to move forward for their family.  No pressure, no sales hype!

If you are ready, please click here to fill out a form to request your complimentary 30-60 minute introductory meeting today!

Securities offered through The O.N. Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, OH 45242  (513) 794-6794. Investment Advisory services offered through O.N. Investment Management Company.

 KAB Financial Solutions is not affiliated with The O.N. Equity Sales Company or O.N. Investment Management Company.

Print Friendly

Leave a Reply