STRATEGIC WEALTH MANAGEMENT SOLUTIONS
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
Wealth Transfer Strategies
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
Stop Loss Portfolios
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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.