How confident are you in your retirement strategy?
No matter which part of the retirement journey you are on, it's a journey we start or continue on together. Our retirement planning services begin with defining your goals and setting a course of retirement savings and investments that will allow you to reach those goals. We can help.
STEP 1 GETTING TO KNOW YOU
Building a retirement strategy starts by building a relationship. We want to get to know you personally and that starts with a conversation to understand what you'd like to achieve both personally and for your family. The journey begins when we create a roadmap together that's specifically designed for you and focuses on planning out your financial life. Once we get this step complete, we will continue to check-in to make sure we are on track with your journey.
STEP 2 ESTABLISHING YOUR GOALS - planning
Whatever retirement means to you, we can work on a plan that helps you realize your retirement dreams. Our team of professionals will guide you through an investment planning process to ensure you can maintain your lifestyle pre-and post-retirement. This proven process also considers the possibilities of new avenues of income and transferring wealth to future generations - providing customized wealth advisory services to meet the needs of your retirement years and beyond.
STEP 3 CREATING YOUR ROADMAP - protecting
We’ll work with you and your tax professionals to understand and implement the most tax-efficient options for your situation. We’ll also work with your estate planning attorney to help develop an estate plan that carries out your wishes for loved ones and your legacy. Working together with your CPA and attorney allows us to make sure we’re all on the same page to meet your goals and expectations.
STEP 4 GUIDING THE WAY - Preservation
Protecting your legacy is just as important as building it. We’ll work with you to develop a plan to meet your specific needs so you can ensure your legacy is preserved for today and generations to come.
Through comprehensive financial planning and asset management, we’ll help you reach the goals you’ve set for your retirement lifestyle. We’ll partner with you and your family to create tailored solutions that simplify your day-to-day and pull together your full financial picture to ensure a comprehensive roadmap to the future of your retirement dreams.
Investments managed by KS Bank’s Trust Department are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value
You said it best...
"The peace of mind we get from trusting our retirement accounts to Jim Watts and KS Trust is excellent! The quality and service have always been exceptional. Having dealt with numerous investment advisors in our lifetime, Jim and his team are in a league all their own."
-Michael & Carol P.