4 Minute Read
Good morning, I hope this email finds you well and you are having a great summer!
I am really excited to announce that we have officially added a new full-time team member to Kane Financial, Renee Jarosz.
Renee lives in Frankfort with her husband Chris, and their 3 children Nolan, Sadie, and Nashton. She is a Financial Paraplanner Qualified Professional (FPQP), and has spent over 12 years in the financial planning industry specializing in operations and client service. This will be Renee’s main role at Kane Financial, and I am really excited to welcome her and introduce her to all of you.
Renee will be a regular presence in the office, helping me with the day to day operational activities of running the practice, along with helping clients with any and all questions if I am unavailable.
Having Renee onboard will provide an even higher level of service to our clients, allowing me to step away from some of the day to day operational tasks and to focus even more on meeting with clients, financial planning, and investment management.
Other Business Updates:
We found that having a business phone line, business texting line, and separate fax line were super confusing for clients, so we have hired Ring Central and consolidated to a single number. Going forward, our main business line (315) 801-9028 will be the only number clients need, and you can call, text, or fax to this one number.
In May, we hired a compliance consultant from XY Planning Network to assist with our ongoing compliance duties, and helping us to keep up on the ever changing regulatory landscape.
XY Bean Counters was hired in the first quarter of 2021, they specialize in bookkeeping for independent financial planning practices.
Finally, I just wanted to detail services currently available to clients in addition to investment management:
Comprehensive Financial Planning & Income Projections – We can build you a complete picture (literally) of your finances including investment accounts, insurances, real estate, income, and provide income projections to help you plan and navigate your retirement.
Social Security Analysis – With your social security statement, we can take your earnings history and provide all of your options as to when the most ideal time may be for you and/or a spouse to start taking the benefit.
Tax Planning – We can take your most recent 1040 and provide a complete analysis of your taxes, along with scenario analysis for future years to help you proactively plan your taxes.
Insurance Planning – A review of your existing insurance policies, and recommendations as to if your coverage is sufficient, or if additional coverage could be helpful. As a reminder, we do not sell any insurance, we simply provide our professional opinion on your existing coverage(s).
Outside Account Reviews – On a quarterly basis, we reach out to clients and ask them to provide us the most recent statements of any accounts we don’t directly manage so we can review the portfolio. If you are not already on this list, please contact the office and we will reach out quarterly and review any outside investment accounts you have.
Thank you for the trust you have placed in our practice. We are really excited to be able to continue putting resources back into the practice, and building out the services we can provide to our clients.
I hope you found this information helpful. If you have any questions at all, please do not hesitate to contact the office. Have a great Summer!