...And More
To us, service means going beyond investment and financial planning. As our client, you get access to the KSL Resource Center, where we can connect you with:
- A vast referral network of handymen, movers, medical care, home maintenance, lawn care, local activities, church, and networking events
- Education resources on Medicare, Social Security, investing 101, elder care, college, and seminar
- Volunteer opportunities, both local and national
- ...and more.