At Kiker Wealth Management we believe in developing a partnership with our clients in order to most effectively help them reach their goals. We work side by side with you to ensure you are confident in our recommendations and more informed in your own decisions.
Over the years, we have found that the individuals and families who most benefit from our ongoing financial planning and investment management services have the following in common:
- Lack either the time or interest necessary to properly manage investments themselves.
- Seek a long-term relationship that includes both education and guidance.
- Interested in learning about the opportunities and risks that impact their complete financial picture.
- Courageous enough to have honest conversations about their financial situation and goals.
- Open to the reality of what steps are necessary to achieve financial security.
- The discipline to stick to a well thought out plan.
Our services are comprehensive and cover all phases of life, from planning for retirement, saving for your children’s education, to legacy planning. Whatever the milestone may be, we will be there to serve you.
Our compensation is based upon fees and not commissions. You can expect full transparency and complete disclosure of any fees we charge. For a more detailed explanation of our fee schedule, download our Form ADV.