Who We Are
At Kristen Coombs Financial Advisors (KCFA), we redefine what a typical investor looks like. Our focus is to build long-term relationships with a select group of clients by working with them through every aspect of their financial lives. Each of our clients work with a team utilizing a high quality, thoughtful approach that empowers them to feel invested in their financial future from day one.
WHAT MAKES US DIFFERENT?
We are an independent firm offering objective financial guidance and advice. Our clients can always be confident that our recommendations are always made in their best interests, not with a proprietary company or product.
We strive to ensure that our fee structure minimizes conflicts of interest and is as transparent and easy to understand as possible. In most cases, our fees are based upon a percentage of the amount of assets that we manage for a client and not commission based. Essentially, we are paid the same regardless of our recommendation to our clients. We believe that this type of arrangement ensures that we have a vested interest in taking care of our clients and providing them with the best advice possible.
In order to truly provide a holistic approach to the management of our client’s assets, we believe it is necessary to understand all of the relationships that exist between investments, income taxes and estate planning. We work closely with our client’s tax advisor and estate attorney, which allows us to integrate all of the essential aspects into their overall financial plan.
And finally, our firm works in a collaborative and integrated approach. Each member of our team contributes a unique perspective and expertise, creating an experience for our clients that empowers them to feel invested in their financial future.