Welcome to Kiplinger Financial Services
Kiplinger Financial Services, LLC is a fee-based financial planning firm.
Our Purpose and Philosophy
Our firm exists to improve lives.
It is our belief that most people do not spend enough time planning out their lives. If you observe great people, you will notice that they have a vision of their lives that they practice emulating each and every day. They go to work on their lives, not just in their lives. Their lives are spent living out the vision they have of their future, in the present. They compare what they have done with what they intended to do and make the necessary adjustments along the way.
We believe that the difference between great people and everyone else is that great people create their lives actively, while everyone else is created by their lives, passively waiting to see where life takes them next.
Our holistic approach to planning is somewhat different from most other planners. By holistic, we mean the whole picture-how money affects every aspect of your life-not just your investments or your bank accounts.
Our Values
Integrity - Our feelings, thoughts, words and actions are always in alignment.
Passion - We are passionate about our clients' success.
Continuous Learning - We believe learning is a life-long process. We include it in our schedule every day.
Excellence - We believe in being all we can be.
Enjoyment - We believe in having fun while working hard.
Relationships - We view each client relationship as a partnership understanding that our success is dependent on their success.
