Secure, Reliable, Protection,
Peace of Mind

Secure, Reliable, Protection,
Peace of Mind

Welcome To KIS Financial, LLC

KIS Financial, LLC is a Fiduciary Investment Advisor Representative affiliated with Guardian Pointe Private Wealth Management.  We specialize in retirement and college planning.  Located in the Greater Washington DC area, our focus is providing you, our best thinking for you, using a holelistic approach.   For many clients, rethinking retirement income, will convey a new philosophy for well diversified retirement planning.  A concept we call Net Retirement Maximization.




Our Services

Since our beginning, we have worked hard to establish strong, professional relationships with an ever-growing client base. KIS Financial provides highly cost effective and personalized solutions

College Cost Planning
Wealth Building Strategies
Workshops and Events
Call KIS Financial today (240) 603 6406 for a no cost, no obligation Get Acquainted meeting, and begin your financial planning process now!

Latest Blog

Paying for College Without Going Broke
How to pay for college

A single father writes, “I work two jobs. My first job starts at 7:00 AM and ends at 3:00 PM. Then I have a lawn-care business in the afternoon—all to pay for college for my daughter. And now I’m wondering how I’m going to be able to save enough for my retirement.” A mom wrote, “My ol...

April 5, 2016 read more
Welcome to the newly designed web page!

Welcome everyone to the newly designed web page.  I am excited to introduce you to alternative strategies that will help you and your family though all phases of life. Two of the options I would like to highlight are guaranteed to earn you money annually, as well as assist you i...

March 31, 2016 read more

The Ultimate Wealth Building Strategy

How will you pay for college?

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