Megan Dietz, Kish volunteer for Rescue Our Furry Friends, with a dog

Financial Planning

Financial planning means different things to different people. For some, it is a comprehensive strategy that integrates an individual's or family's finances in areas such as insurance, accumulation, retirement, education funding, investment and tax minimization strategies. However, for others, financial planning is a way to meet your life goals or dreams by focusing on one or more specific areas of your financial life.
 

Kish Financial Solutions believes that financial planning is the long-term process of prudently managing your finances to achieve your personal and family objectives, dreams, or goals. Financial planning involves the successful financial management of the challenges you face throughout your life.
 

Our team brings a wealth of experience and knowledge to our client relationships. We are here to serve you by developing a comprehensive plan, or by focusing on a particular area of concern. A cornerstone of our philosophy is to provide regular financial care through planning reviews as your life needs, goals, and priorities change.

 


 

Click here to view state licensing information.

Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC, Member SIPC. 5001 Louise Drive, Suite 300, Mechanicsburg, PA 17055. 717-791-3300. Kish Bank and Kish Financial Solutions are not subsidiaries or affiliates of MML Investors Services, LLC or its affiliated companies. Insurance and securities products and services are:
  • NOT A BANK DEPOSIT
  • NOT FDIC INSURED
  • NOT INSURED BY A FEDERAL GOVERNMENT AGENCY
  • NOT GUARANTEED BY THE BANK
  • MAY GO DOWN IN VALUE
Check the background of MML Investors Services, LLC on FINRA's BrokerCheck.

CRN201904-210190


©2013 Kish Bancorp, Inc., All Rights Reserved.

 

 

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