KeyAMS offers a menu of services designed to help fill in the gaps of a client’s financial plan. Before offering any strategies, KeyAMS first works to understand your needs, values and goals. All suggestions are based on what’s in your best interest. I am an independent of any particular carrier or financial product lines. My only obligations is to my clients.
The financial planning process is essential for individuals and families hoping to achieve their financial goals and protect their future. KeyAMS will help guide you through this financial planning process with confidence.
I help with:
Investment accounts come in a variety of types. I work to help clients make sense of what they have, assess if those accounts are meeting their needs, and align strategies with their risk tolerance.
I help with:
After decades of work and saving for retirement, you might be wondering if you are on track to make it a reality. Although KeyAMS has helped hundreds of people advance toward retirement, your situation is unique to you! KeyAMS strives to increase your financial confidence and position so you can live your retirement to the fullest.
I can help answer questions like:
Insurance is a form of risk mitigation and protection. Used strategically, it can help you prepare for life’s uncertainties. Insurance can leave financial resources to a spouse or children in the event of an untimely death. Disability and long-term care insurance can provide emergency income and offset healthcare and assistive living costs.
I help with:
*Guarantees, including optional benefits, are backed by the claims-paying ability of the issuer, and may contain limitations, including surrender charges, which may affect policy values.
Legacy and Estate Planning determines how best to distribute your assets and possessions to your beneficiaries and heirs. It can range from a simple to a complex process, usually requiring legal and tax assistance.
I help with:
Many business owners and entrepreneurs are so focused on day-to-day operations that they don’t take the time needed for proper business and succession planning. Not taking this proactive step can have unintended consequences before plans are solidified.
I help you address these critical business areas:
Do you have doubts about your ability to reach your retirement goals? Are you less than confident about certain aspects of your retirement strategy? Here’s the good news…there’s always time to adjust your plan and get back on track. You can take your retirement strategy from flop to blockbuster with these simple strategies.
Interested in learning more about how I may be able help you? Contact me to schedule a complimentary, no-obligation consultation.
Fields marked with an * are required.
Securities & Advisory Services offered through CreativeOne Securities, LLC, member
FINRA/SIPC
and an Investment Advisor. KeyAMS and CreativeOne Securities, LLC are separate entities.
Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
*David Barol/Key AMS does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.