Kaufman Kampe Advisors LLC
At Kaufman Kampe Advisors LLC, our sole purpose is to help you meet your personal and financial goals. We do this by listening to your objectives, understanding your priorities, and establishing an individualized plan to guide you toward a comfortable, solid financial future.
Your financial future. Defined. At Kaufman Kampe Advisors LLC, our sole purpose is to help you meet your personal and financial goals. We do this by listening to your objectives, understanding your priorities, and establishing an individualized plan to guide you toward a comfortable, solid financial future. We offer highly strategic solutions based on proven investment principles and over 45 years of global investment experience. We don’t sell products. We offer expert financial planning and investment management guidance. And because we are independent, you can count on objective advice and unparalleled service at every turn. To help you make the right planning and investment decisions for the long term, we provide the customized services shown below. We work with your accountant, attorney, and other advisors to help build a complete vision of your future. Comprehensive Financial Planning Financial goal-setting Retirement planning Insurance needs analysis and risk management Education funding review Tax planning assistance Estate planning coordination Investment Management Risk tolerance analysis Investment policy statement development Strategic asset allocation and implementation Portfolio design and implementation Portfolio monitoring and rebalancing
Address: 7525 SE 24th Street, Suite 670, Mercer Island, Washington 98040, USA
Phone: +1 206 275 2277
FAX: +1 206 275 2278
