Real-Time Financial Plans 

Let’s face it  - today’s financial plans become outdated in a very short period of time, and your future depends on making decisions based on updated information. Your future is too important to depend on an outdated plan!  Our proprietary client portal system continually monitors all of your investments, no matter where they are, and automatically updates your Financial Plan daily. This allows you to see the impact of today’s ever-changing financial environment and adjust your savings, spending, and other financial decisions to better reflect your current situation.

 

Complete Financial Integration and Oversight

Our Solution 360 Investment Management platform not only provides you with a daily update of the assets we manage for you, it allows us to help you monitor all your other investment accounts, no matter where they are. No longer will you have to log on to your retirement plan at work, your separate brokerage accounts, mutual funds, spouse’s accounts, etc. We will monitor all investment accounts for you and provide you with customized, automatic email alerts when any investment shifts out of your pre-determined risk tolerance. Now you can log into one website and track all your investments, giving you up-to-date information. Finally, an all-inclusive, integrated, daily updated investment management platform for all of your accounts!  

Investment regulations including SEC and FINRA registration requirements limit the dissemination of information on investments and services. Therefore, access to this site is intended for and limited to individuals residing in states in which Stephen D. Alison, CFP^®, Jeffery W. Hill, David R. Igl, CFP^® , and Daniel J. Claric are FINRA and/or SEC Registered or exempt. Stephen D. Alison, CFP^® , Jeffery W. Hill, David R. Igl, CFP^® , and Daniel J. Claric are  Registered Representatives and Investment Advisor Representatives of KMS Financial Services, Inc., a FINRA member firm securities licensed in all 50 states. This office, through Stephen D. Alison, CFP^®, is registered for securities business with and may provide fee-based advisory services to residents of: AZ, AR, CA, FL, LA, MI, NM, NC, ND, OR, PA, UT, and WA. David R. Igl, CFP^®, is registered for securities business with residents of: OR, CA, WA, and MA. Daniel J. Claric is registered for securities business with residents of: OR, and CA. Jeffery W. Hill is registered for securities business with residents of OR.

By proceeding further you acknowledge that you have read the disclosures above and that you are a resident in a state in which we are registered to conduct business.

Securities offered through KMS Financial Services, Inc. Member SIPC and FINRA