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.
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...
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