Kyle Kues (CFP®, MBA)
Kyle Kues focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
- AUM
- Baby Boomers
- Business Owners
- Cash Flow/Budgets/Credit Issues
- Charitable Giving
- College/Education Planning
Planning Specialties
Young and Established Professionals Tax Planning Early Retirement Planning Values-Based Planning Investment ManagementAdditional Information
We believe that you having options is the most important thing, and want you to have the flexibility to work when and how you want. We believe that experiences are more important than things and that the decisions you make at this stage of life are the most important to build the future that you want. You want to make the best decisions with your growing resources. Buying a house, getting married or starting a family, changing careers and pursuing something you love, starting a business, investing for the future, making smart decisions with company stock or an inheritance. We are here for you for any number of tough financial decisions. We provide virtual, Fee-Only Financial Planning from a CERTIFIED FINANCIAL PLANNER™ to ensure you get the guidance you need, free of the worry of commissions and what’s in it for us. Our job is to answer your financial questions and educate you, in plain English, so that you can always make informed financial decisions.NAPFA Start Date
December 15, 2021
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