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Kanten Financial Services provides an Investment Advisory service that involves the use of a carefully selected and managed portfolio of mutual funds, stocks, bonds and/or other securities. Each portfolio is tailored, in accordance with the clients Investment Policy Statement, to meet the individual client’s needs and desires taking into account their investment goals, risk tolerance, time horizon, liquidity needs and investment experience.
This process can be a basic discussion where the clients existing investments are reviewed and a recommendation provided as to how much money will be required to meet a goal such as college savings or retirement. The financial planning process can also be a complete process where income, investment, savings, retirement and estate planning are all integrated into a comprehensive plan. Once an engagement agreement is in place, further discussion is conducted to obtain the clients financial needs, goals, current portfolio and what level of detail they desire.