Financial Services

The “Advisors” to Advisors

At KPM we realize that the best financial service professionals often work as a team and understand the benefits of bringing a CPA to assist in their tax and financial planning exercises for their clients. We work alongside advisors as a team to help individuals make the most of their financial resources and assets.

With the aging population of baby boomers, estate and succession planning and gifting are becoming increasingly important and complex. KPM advisors understand the nuances of current regulations and tax codes and work with advisors to create a favorable tax position for all involved.

The “Advisors” to Advisors

A good financial advisor is one who will realize that they can’t stay on top of everything and will bring in partners who are experts in specific areas. In this sense, KPM becomes a trusted “advisor to the advisors” and assists in creating customized financial plans that plan for the future, limit the tax and optimize their investment. We bring years of tax planning experience, a nimble and responsive staff and our Business Ideas at WorkSM philosophy to every engagement and base our success on our client’s – and our client’s clients – financial well-being.

Financial Services Offerings

  • Tax Planning
  • Estate Planning
  • Financial Analysis and Planning
  • Customized Recommendations
  • Validation Services
  • Investment Planning
  • Business Valuations and Succession Planning