Different By Design - A Casual Round-table
Unlike large cookie-cutter firms, Ken, Chris, Kevin, and their associates are engaged, committed, and focused on their clients’ needs, desires, and goals. They are simply “different by design.” Unfortunately, this is unique in the financial services industry and for many, something never before seen. So with that in mind, the following in-depth case study videos present a clear, honest view of how they operate and their commitment to you.
Hope is Not a Strategy
Those Unexpected Life Events
Monetizing Your Life’s Work