STRATEGIC WEALTH MANAGEMENT SOLUTIONS

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Our services include everything financial.

www.kmswm.com  |  407-702-6657

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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.

 

Our Financial Planning Services:

Social Security Planning

Retirement Planning

Insurance Planning

Wealth Transfer Strategies

College Planning

Charitable Giving

IRAs

Variable, Equity Index and Fixed Annuities

Mutual Funds, TSA and UIT Accounts

 

 

 

We are proud to offer all of these fine services and more and hope that you will contact us

today for a free no obligation consultation.

 

Our Insurance Products:

Long Term Care Insurance

Personal Life Insurance

Disability Income Insurance

Mortgage Protection Insurance

Medicare Supplemental Insurance

 

Investment Products:

Stop Loss Portfolios

REITs

401kPlanPro

 

 

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KMS Wealth Management | 8536 Sidon Street | Orlando, Florida 32817 | 407-702-6657 | 407-923-8724

©COPYRIGHT 2015. KMS WEALTH MANAGEMENT FINANCIAL SERVICES. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

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. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto.