KAF Financial Advisors, LLC
 Strategic Planning Services
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Financial Services

Plan for the Future

KAF Financial Advisors, LLC, will develop solid financial plans based upon each client's unique needs for the future. We provide innovative and diverse financial services by blending technical expertise and experience to financial problems.

Our team of highly skilled specialists include legal, accounting, tax, investment, and insurance professionals that are, dedicated to creating long-term strategies that secure a client's overall financial well-being. Most of our clients have created their own successes and need to protect their wealth. Their concerns go beyond the management of money to broader issues involving family and business relationships.

In the past, many clients have tried to utilize their attorney and/or accountants to address their financial challenges. KAF Financial Advisors can become an integral component of their advisory team and together we can constantly monitor their plan for the future.

 

Services:

  Estate Planning
  Estate and Gift Tax
  Wealth Accumulation and Preservation
  Tax Advanced Strategies
  Cash Management
  Asset Allocation
  Financial Investment Services
  Personal Financial Planning
  Educational Planning
  Charitable Contribution
  Retirement Planning
  Qualified Plans
  Cafeteria Plans
  Buy/Sell Agreements
  Insurance Solutions
  Employee and Group Benefits
  Estate Tax Planning

 

To learn more about the services offered by KAF Financial Advisors please visit www.kaffinancialadvisors.com

For more information, please contact:

Thomas J. McCarthy, ChFC
E-mail: tmccarthy@kafgroup.com
Phone: 781-356-2000 ext. 210

 

Securities and Investment Advisory services offered through Capital Analysts Incorporated: Member FINRA - SIPC; 1266 Furnace Brook Parkway, Quincy, MA 02169 617.786.1600

 

 

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