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Independent financial advice. Where the wisdom is in the planning.

WEALTH MANAGEMENT SERVICES

  • Comprehensive financial planning
  • Retirement planning
  • Asset management
  • Insurance strategies
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PLANNING PROCESS

  • Client-centric path towards
    financial security
  • Address both short- and
    long term goals
  • Adjust for life’s changes
  • Discover, recommend, implement
    and review
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INVESTMENT PHILOSOPHY

  • Risk and reward are an inevitable
  • Adapt to changing markets
  • Monetary protection is essential
  • Buy-and-hold strategy is not enough
  • Emotion is the enemy of investing
  • Stick to strategy and avoid chasing returns
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Journey

If you’ve ever taken a road trip, you know the journey can be filled with encouraging possibilities, as well as detours and even roadblocks. At one time in your life you may have enjoyed wandering down an unknown path, not caring where you ended up. But when you have an endpoint in mind, you understand the wisdom in working out a plan to increase the chances you will arrive at your destination on time and well prepared.

At Kiker Wealth Management we help you plan your path towards a secure financial future. Whether you are preparing for retirement or are already retired, we take time to learn about where you are now, and where you want to go. Throughout the trek we stop along the way to evaluate your progress – pointing out opportunities you won’t want to miss while steering you around the risky obstacles. We will even help you stay the course when distractions threaten your goals.

We demonstrate the honesty of our unbiased advice by showing you the reality of your situation and what it’s really going to take to reach financial security.

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