kmfinn.com

KM Finn & Associates ~ Family Wealth Advisory

KM Finn and Associates offers unbiased, comprehensive financial planning for individuals, families, and corporate executives. The benefit of a singular focus is the ability to provide increased personal service with well thought-out and comprehensive planning advice on a fee-only basis. Investment Review and Analysis. Tax Analysis, Planning and Preparation. Risk Mitigation Analysis (life, disability,property and casualty). KERRY MICHAEL FINN, CFP Trusted Advisor Services. Newport Beach, California 92660.

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KM Finn & Associates

Kerry Michael Finn

307 1/2●●●●●●● Avenue

Newp●●●●each , CA, 92662

US

1.94●●●●6605

km●●●●●●●●●●●@sbcglobal.net

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KM Finn & Associates

Kerry Michael Finn

307 1/2●●●●●●● Avenue

Newp●●●●each , CA, 92662

US

1.94●●●●6605

km●●●●●●●●●●●@sbcglobal.net

View this contact

KM Finn & Associates

Kerry Michael Finn

307 1/2●●●●●●● Avenue

Newp●●●●each , CA, 92662

US

1.94●●●●6605

km●●●●●●●●●●●@sbcglobal.net

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KM Finn & Associates ~ Family Wealth Advisory | kmfinn.com Reviews

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KM Finn and Associates offers unbiased, comprehensive financial planning for individuals, families, and corporate executives. The benefit of a singular focus is the ability to provide increased personal service with well thought-out and comprehensive planning advice on a fee-only basis. Investment Review and Analysis. Tax Analysis, Planning and Preparation. Risk Mitigation Analysis (life, disability,property and casualty). KERRY MICHAEL FINN, CFP Trusted Advisor Services. Newport Beach, California 92660.

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1 planning philosophy

2 planning process

3 comprehensive service offering

4 biography

5 cash flow planning

6 business succession planning

7 estate planning

8 coupons

9 reviews

10 scam

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KM Finn & Associates ~ Family Wealth Advisory | kmfinn.com Reviews

https://kmfinn.com

KM Finn and Associates offers unbiased, comprehensive financial planning for individuals, families, and corporate executives. The benefit of a singular focus is the ability to provide increased personal service with well thought-out and comprehensive planning advice on a fee-only basis. Investment Review and Analysis. Tax Analysis, Planning and Preparation. Risk Mitigation Analysis (life, disability,property and casualty). KERRY MICHAEL FINN, CFP Trusted Advisor Services. Newport Beach, California 92660.

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kmfinn.com

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KM Finn & Associates ~ Family Wealth Advisory - Planning Process

http://www.kmfinn.com/planning_process.html

The Financial Planning Process consists of the following six steps:. 1 Establishing and defining the client-planner relationship. 2 Gathering client data, including goals. 3 Analyzing and evaluating your financial status. Your financial planner will analyze your information to assess your current situation and determine what you must do to meet your goals. Depending on what services you have asked for, this could include analyzing your assets, liabilities and cash flow, current insurance coverage, in...

2

KM Finn & Associates ~ Family Wealth Advisory - Comprehensive Service Offering

http://www.kmfinn.com/comprehensive_service_offering.html

KM Finn and Associates Comprehensive Financial Planning offering will include preparation and/or analysis of the following components, as applicable to your personal situation:. Create a personal balance sheet/net worth statement, including an inventory of financial assets and liabilities. Review of all debt instruments and other forms of asset commitments. Current and forecasted cash flows, including all sources of income and expenses. Forecast of future income tax brackets. Collaborate with tax prepare...

3

KM Finn & Associates ~ Family Wealth Advisory - Biography

http://www.kmfinn.com/biography.html

Kerry Michael Finn is the principal financial planner at KM Finn and Associates and is responsible for financial planning, estate planning, business succession, and tax analysis. Mr Finn has more than ten years of experience advising individuals, corporate executives and families. Mr Finn has worked with premier nationwide firms such as U.S. Trust Company, AYCO/Goldman Sachs,. And most recently leading Comerica Bank’s Western Market Financial Planning Group. Newport Beach, California 92660.

4

KM Finn & Associates ~ Family Wealth Advisory

http://www.kmfinn.com/planning_philosophy.html

I have been involved in Wealth Advisory and Financial Planning for affluent individuals and families for more than a decade, providing the opportunity to work with many talented individuals in the industry. From this experience, I have come to believe in three Tenets on which I base my Planning Practice. Service to the Client. Charge a Fair Fee. These three Tenets along with my desire to exceed every client’s expectations will be the driving force for KM Finn and Associates’ approach to doing...

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KM Finn & Associates ~ Family Wealth Advisory - FAQ

http://www.kmfinn.com/faq.html

1 What is financial planning? 2 How does financial planning benefit me and my family? 3 What services do you provide? 4 How long does it take to prepare a financial plan? 5 What is Fee-Only financial planning and why should that be important to me? 6 Are you owned by anyone else? 7 How do I decide if your firm is right for me? 8 How do I get started? What is financial planning? How does financial planning benefit me and my family? Financial planning provides direction and meaning to your financial decisi...

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KM Finn and Associates offers unbiased, comprehensive financial planning for individuals, families, and corporate executives. The benefit of a singular focus is the ability to provide increased personal service with well thought-out and comprehensive planning advice on a fee-only basis. Investment Review and Analysis. Tax Analysis, Planning and Preparation. Risk Mitigation Analysis (life, disability,property and casualty). KERRY MICHAEL FINN, CFP Trusted Advisor Services. Newport Beach, California 92660.

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