Objectivity

KLS provides objective and unbiased advice for a set fee.

We do not sell financial products. We have no conflicts of interest - we do not receive commissions, transaction fees, or any shared compensation. Our role is to provide you with the best advice for your particular situation.

We have full, open architecture and no proprietary products. We are able to recommend and incorporate investment vehicles and managers of all kinds into a portfolio as needed. And, if you have insurance, home financing, or credit needs, we do the research and follow through to ensure that you receive the best product at the best price.