Our mission is to help clients make realistic, specific, and informed financial choices.
If you have money, then you need what we do. In fact, the more money you have, the more you really need what we do! That’s because we specialize in financial planning and wealth management. What you’ll find is that almost every financial services company claims to do the same things. What makes us different is that in addition to working with the numbers, we focus on joys, fears, concerns and successes. In short, when we help you with your financial world, we help you with your whole world.
You want to get confused? Watch money shows on TV. Listen to financial talk shows on the radio. Read books and magazines about how to get rich. Listen to your friends or coworkers for hot investment tips. I guarantee you’ll get as many opinions as there are shows, articles and friends. Trying to navigate through all the noise is virtually impossible--unless you’re working with a trusted financial advisor. We provide the clarity you need to choose the right path. The more education we can provide, the easier it is for you to make the best decisions. And even more important, the less fear you’ll feel about your financial future.
Our firm is backed by Money Concepts Capital Corp. This means we offer a menu of the quality investments, insurance products and advice available. Since Money Concepts is not a product manufacturer you’ll get unbiased advice with no conflict of interest to color our recommendations. Whatever your situation demands, you can rest assured we can provide it, or refer you to someone who can. Comprehensive financial planning, fee-based asset management, commission-based insurance products and competitive hourly rates for advice are all available at CK Financial Services. Our research helps us determine the product and service we should offer you—products and services that are unique to your situation, because after all, you’re unique!
Let me ask you a question. Do you enjoy phone trees? Let me ask you another question. Do you find yourself happily humming along to on-hold music? How about this: Do you find it satisfactory when a promised call-back never comes? Well, if you answered yes to any of those questions, then you just might be happy dealing with one of those huge, monolithic banks or insurance companies. On the other hand, if you want your phone call to be answered by a real person and not a robot, then I think you’ll be very happy working with us. Our goal is to have actual humans answering our phones during 99% of business hours. If you call after hours and leave a message, we’ll call you back the next business day. In fact, we’ll probably call you back before you get through pushing phone buttons trying to reach someone at one of those “big” firms. The best part, however, is that even though we offer that kind of personal service, you don’t give up access to products from some of the most well-known and strongest financial institutions on the planet. So you really do get the best of both worlds.
Have you asked your financial advisor lately how much money he makes from working with you? Do you know exactly how and how much he or she gets paid? Working with our firm you won’t have to ask. We fully disclose our compensation up front. After all, if you don’t think we’re worth what you pay us, we don’t have a relationship. Ask any of us at CK Financial Services a question and you’ll the truth, the whole truth, and nothing but the truth.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: Christopher V Kimball Financial Services, LLC is an independent firm and not affiliated with Money Concepts