WEALTH MANAGEMENT | ESTATE PLANNING | INVESTMENTS | RETIREMENT PLANNING
WEALTH MANAGEMENT | ESTATE PLANNING
INVESTMENTS | RETIREMENT PLANNING
STRATEGIC WEALTH MANAGEMENT SOLUTIONS
Investment Advisory Services offered through Virtue Capital Management (VCM), an SEC Registered Investment Advisor. KMS Wealth Management and VCM are independent of each other. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the adviser has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.
At KMS Wealth Management we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in a position to approach such challenges with experience and skill.
At KMS Wealth Management, we have made a commitment to providing excellence in everything we do for our clients. Our goal is to exceed expectations at all times by honoring you with a paramount degree of customer service.
We serve you with years of experience and skill which have provided us with a wealth of knowledge regarding the financial industry. When you choose our financial planning services, you benefit from obtaining comprehensive advice from a team of highly qualified professionals and individuals with an extensive background in addressing your particular financial needs.
As an independent financial planning firm, we solely represent the needs and interests of our clients rather than any specific company. Our self-sufficiency is vital to delivering nonpartisan and unbiased recommendations.
Our independence and objectivity allows us to provide our clients with the commitment that they deserve. If you have questions about how to get started or want to make an appointment, send us an email or give us a call.
INTEGRITY RETIREMENT GROUP
6 CADILLAC DRIVE, SUITE 310 BRENTWOOD, TN 37027
615-720-8948
Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. KMS Wealth Management and VCM are independent of one another.
No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.
With great power comes great responsibility, and at KMS Wealth Management we understand that our clients have asked us to give them direction and help them navigate their financial futures and we must never forget the great responsibility that comes with that power. The investment world is a complex place and our mission is to help you navigate through it by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape. Together we will develop a total financial management approach to your investment and retirement needs.
Communication is the cornerstone of a trusting relationship and at KMS Wealth Management we recognize that this is what provides our clients with the peace of mind they need when choosing an investment advisor. We pride ourselves on our clients knowing that we are just a phone call away so that when their goals or situation changes, they have the control and we are at the ready to make the needed adjustments to their financial plan. We look forward to the opportunity to consult with your regarding all of your retirement, educational and overall financial goals and needs and creating a plan that fits you best.
In working with retirees, we have discovered that many are not enjoying their retirement years as much as they hoped. Some had planned to spend more time traveling, golfing, gardening, visiting with precious grandchildren and family. Instead, they find themselves holding back out of fear that they will outlive their money. It’s a very real and valid concern. At KMS Wealth Management, it is our goal to put your mind at ease with some simple proven money management strategies.
Please call if you would like more information about how you can have the retirement you have always dreamed of. The only cost or obligation to you is a little bit of your time. We thank you in advance.
Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. KMS Wealth Management and VCM are independent of one another.
No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.
Kevin M. Smith is an independent financial advisor specializing in managed money processes and retirement security for individuals and businesses as well as a long term care insurance resource expert and speaker. With over 30 years experience in the financial services field, Kevin is an expert in almost every aspect of financial planning, retirement, consulting and more. His impressive resume is detailed in the section below.
OMNI Resource Group
Financial consultant specializing in business and professional consulting. Often including strategies for buy-sell funding for the purpose of assisting the senior partners transition their practice interests to the next generation associates: retirement plan benchmarking and design to help plans meet the new fiduciary and compliance standards required by the DOL: and; income distribution and wealth accumulation strategies. Also, founder of Operation Veterans Aid, an organization dedicated to assisting veterans and their families in the awareness and completion of the application for the Aid and Attendance Pension through the VA.
Thrailkill, Broussard & Smith, P.A., Vice President
Responsible for individual financial planning and education for public and private clients. The firm educated and developed clients through a seminar system from 1995-2002. Named "Best New Group" in 1997 by Successful Money Management Seminars, Inc., the nation's largest producer of financial education materials. (April 1995-January 2003)
New England Mutual Life Insurance Company
In 1983, responsible for individual and group sales of insurance and investment products and involved in the sale and service of one the first 40 l(k) plans in the U.S. As sales manager in 1985, responsibilities included recruiting, training, joint work, and managing a team of up to twelve producers. Won New England's Agency Builder Award four consecutive years. The management award recognized outstanding performance in new agent recruiting, agent retention, average agent production, and total unit production growth. During the four years, agent retention was greater than 50%. Returned to personal production in 1990. (February 1983 - March 1995)
Mass Mutual Life Insurance Company
Began insurance career with Mass Mutual in November of 1980 in Winter Park, FL and was the number four producer during the two and one half years with the agency.
Bachelor of Science in Business Administration, 1980, Florida State University, Tallahassee, FL
Life, Health, Variable Annuity, Series 6, 22, 65, and 7
Multiple Qualifier of MDRT and Court of the Table Qualifier. Speaker at various industry, service, and charitable organizations including Florida Special Olympics on financial and estate planning issues for families with special needs children and the Florida Methodist Pastors' Conferences assisting those in the ministry with financial and retirement issues, The FICPA annual meeting on Financial Planning on the topic of Long Term Care. Past Chair of Peggy and Phillip Crosby YMCA, Board Member of Warriors on the Green an organization dedicated to the rehab of wounded veterans through the activity of golf, Board Member of Lydia House.
Married to Beth since 1982 and the father of two children; Bennett, a recent graduate and two-time golf and Academic All-American at Dallas Baptist University and Ellen a junior at UCF. Kevin has been a member of the business community in Central Florida since 1980.
Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. KMS Wealth Management and VCM are independent of one another.
No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.
PLANNING FOR COLLEGE? CLICK HERE
KMS Wealth Management was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement.
To schedule your free financial assessment and consultation, contact us today.
Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. KMS Wealth Management and VCM are independent of one another.
No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.
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Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. Integrity Retirement Group and VCM are independent of one another. No part of this communication should be construed as an offer to sell any security or
provide investment advice or recommendation.
Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. Integrity Retirement Group and VCM are independent of one another. No part of this communication should be construed as an offer to sell any security or
provide investment advice or recommendation.
Investment Advisory Services offered through Virtue Capital Management LLC (VCM), an SEC Registered Investment Advisor. KMS Wealth Management and VCM are independent of one another.
No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation.
MORE ABOUT COLLEGE PLANNING
Investment Advisory Services offered through Virtue Capital Management (VCM), an SEC Registered Investment Advisor. KMS Wealth Management and VCM are independent of each other. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean that the adviser has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.
