Services » KAF Financial Advisors, LLC
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 & Gift Tax |
| Wealth Accumulation & Preservation | Tax Advanced Strategies |
| Cash Management | Asset Allocation |
| Financial Investments Service | Wealth Accumulation & 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 & Group Benefits | Estate Tax Planning |
To learn more about the services offered by KAF Financial Advisors visit www.kaffinancialadvisors.com
For more information, please contact:
Thomas J. McCarthy, ChFC
E-mail: tmccarthy@kafgroup.com
Phone: 781-817-1110
Securities and Investment Advisory Services offered through Capital Analysts Incorporated: Member FINRA/SIPC
Capital Analysts and KAF Financial Advisors, LLC, are independent non-affiliated entities.
Capital Analysts does not provide or supervise Tax, Human Resources, Accounting, or Legal advice services
KAF Financial Advisors, LLC is a subsidiary of KAF Financial Group
1266 Furnace Brook Parkway, Quincy, MA 02169 617.786.1600
