Navigating Investment Goals and Retirement Dreams.
Using our Kairos Formula we create a comprehensive retirement plan that includes your dreams and fears so you can spend confidently during the go-go years of retirement knowing that the slow-go and the no-go years are taken care of no matter what life has in store for you.
around all things financial.
that remains fluid and dynamic.
The Kairos Formula.
Jim Yent ChFC, CFA
Teresa Yent, ChFC, CLTC
Kyle Beals MBA, ChFC, CLTC
Director of Client Services
Executive Assistant & Director of Marketing
The Kairos Formula integrates eight key service pillars to help clients pursue financial independence.
Our experience acquired over decades in the business constantly reminds us of the fluid and dynamic nature of the journey to financial independence. It is with this philosophy in mind that we are able to use our process to craft individual plans for each of our clients as their lives unforld and their needs evolve.
We are a wealth advisory firm that works primarily with families and professionals who find themselves nearing or already enjoying retirement. In our experience, when retirees have "all of the facts", they are in a better position to make decisions about their financial future.
The tools to keep you educated and informed.