Clients We Serve Best

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 Our experience has shown the clients we serve best have the following qualities. They are individuals who:
 
Value our work together

Our clients trust their financial advisor to help them make wise choices.

Desire to become better financial stewards

Our community of clients appreciate and are willing to learn from the advice of an expert.

Value planning

They are willing to wait to full fill their desires; they work with us to establish spending, saving, insurance and investment plans.

Accept responsibility

Our clients work with us to establish plans to ensure their family is provided for whatever comes.

Are goal setters

All of our clients realize that achieving their goals requires money and planning.

Are individuals who can handle the truth

Our clients want to hear the truth from us no matter what.

Are people, just like you

Our clients are regular people who desire to make wise choices with what they have.

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Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc. Member FINRA/SIPC and an SEC Registered Investment Advisor. Angela Giboney participates in the Dave Ramsey SmartVestor* program. Dave Ramsey is not associated with KMS Financial Services, Inc. This advertisement is not intended as legal or tax advice and may not be relied on for purposes of avoiding federal tax penalties. All individuals, including those involved in the estate planning process, are advised to meet with their tax and legal professionals. The individual sponsoring this newsletter will work with your tax and legal advisors to help select appropriate product solutions. We do not endorse or guarantee the content or services of any website mentioned. We encourage you to review the privacy policy of each website you visit. Limitations, restrictions and other rules and regulations apply to many of the financial and insurance products and concepts presented and they may differ according to individual situations.

*SmartVestor™ is an advertising service for investing professionals. Advertising fees are not connected to any commission, portfolio, service, product, or other service offered or rendered by any SmartVestor Pros. SmartVestor Pros are subject to initial vetting by Ramsey Solutions, and they affirm a Code of Conduct. SmartVestor Pros are not employees or agents of Ramsey Solutions. Neither Ramsey Solutions nor its affiliates are engaged in rendering investing or other professional advice. Ramsey Solutions does not receive, control, access, or monitor client funds, accounts, or portfolios. Ramsey Solutions does not warrant any services of SmartVestor Pros and makes no claim or promise of any result or success of retaining a SmartVestor Pro. Your use of SmartVestor, including the decision to retain the services of any SmartVestor Pro, is at your sole discretion and risk. Any services rendered by SmartVestor Pros you contact are solely that of the SmartVestor Pro. The contact links provided connect to third-party sites. Ramsey Solutions and its affiliates are not responsible for the accuracy or reliability of any information contained on third-party web sites.

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This communication is strictly intended for individuals residing in the state(s) of AK, AZ, CA, FL, IN, OR, VA and WA. No offers may be made or accepted from any resident outside the specific states referenced.