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Financial Advisory Services

K.A.D. was created to strive to be a great asset to our clients. We offer financial consulting to implement plans which are designed to help our clients grow, protect and conserve their wealth. Our knowledge of our client’s unique tax situation has allowed us to design financial programs that match their goals. As your financial professionals, we will do everything in our power to keep you focused on your goals and advise you on how to get there

Our Financial Services Include:

  • Tax Planning
  • Business Planning
  • Forecasting & Budgeting
  • Real Estate Investment Planning