Follow Through

KLS is able to make real and measurable progress for our clients because:

  • We educate our clients as to their best financial options, making specific recommendations and ensuring that decisions are made and appropriate actions are taken.
  • We act as both advisors who formulate long-term strategies and managers who make specific recommendations and implement decisions in areas such as portfolio construction, rationalizing life insurance, estate planning and managing personal debt position.
  • We communicate, sharing our rationale and analysis, about investment management, tax law changes, and other issues that you are – or should be – considering on an ongoing basis.