Complete Financial Management

KLS Service Model

Georgia Pangle on the KLS Service Model

Unlike most financial service firms, which have grown into distribution channels for financial and investment products, KLS has remained committed to this core principle, and does not earn any incremental revenue as a result of the advice we give or the solutions we utilize. Learn More

Senior Managing Director Georgia Pangle discusses the KLS Service Model

Estate planning

Gary Sica on Estate planning

Our role is to make sure your estate plan and trust documents are up to date and properly executed. Critical to a successful outcome is our ability to make definitive recommendations and interface with attorneys, insurance providers, and accountants in order to drive the process to completion. Learn More

Senior Managing Director Gary Sica discusses Estate Planning at KLS

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