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For investors

kingswood advisors can help you achieve your financial goals

  • Individual Retirement Accounts
  • Certificates of Deposit
  • Options Trading
  • 401(k) Plans
  • Lines of Credit
  • Corporate Securities
  • Taxable Municipal Bonds
  • Mortgage Backed Securities
  • Advisory Services
  • Government Securities
  • 403(b) Retirement Planning
  • Retirement Planning
  • Corporate Bonds
  • Portfolio Analysis
  • Term and Universal Insurance
  • Education Planning
  • Keogh Plans
  • Mutual Funds
  • Alternative Investments
  • Fixed and Variable Annuities
  • Education Savings Accounts
  • Money Market Accounts
  • Financial Planning
  • Trust Accounts
  • Municipal Bonds

  • The Challenges Investors Face

    Many investors do not have a disciplined approach to investing. They often just have a general goal for the sum of all their investment accounts, which is to grow larger and/or generate income. They aren’t really sure about their portfolio, or if their investments are doing the best job for them.

    Risk Management

    Without a real plan and risk protections in place, you may not know if you’re on track to meet your goals, understand whether your investments are in line with your risk appetite, or be disappointed if your investments don’t perform the way you expected.

    Having Resources Along the Way

    When you climb a mountain, you cannot just focus on getting to the top. You need to carefully plan for stops along the way, allocating resources for each stage of the journey. You don’t want to run out of food, or water, or overestimate your strength for the hazardous descent back down due to poor planning.

    Money for Retirement

    Like heading up a mountain, while accumulating wealth for retirement you’re funding life milestones, like getting married, buying a home, having children and putting them through college, etc. When you retire, you begin the treacherous and lengthy journey down—the lifetime distribution of your wealth.


    That’s where a Kingswood Advisor in. A successful plan to invest with purpose is designed to provide confidence for investors regardless of where they are in life.

    Kingswood US and its affiliates do not provide tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Investing involves risk. Past performance is no guarantee of future results.