RSS FEEDThe 1st K Wealth Group
The 1st K Wealth Group has a step-by-step approach to a logical path for building wealth based on the client's goals, financial situations and market conditions. Most important there is a consistent financial strategy, not the hot idea of the week.
The Four Step Process
STEP ONE: Determine your goals and objectives based on your risk tolerance, time horizon and income needs.
STEP TWO: Develop a long-term plan that includes debt management, asset protection, estate planning, and retirement projections.
STEP THREE: Diversify assets and investments to properly balance risk, equity and liquidity needs.
STEP FOUR: Review performance and update based on changing objectives.
CONTACT The 1st K Wealth Group
| Sheree L. Bollinger | 502-893-7132 | |
| James Kane | 502-893-7189 | |
| Bruce E. McCrea | 502-893-2752 | |
| Debbie Williams (Assistant for Sheree, James and Bruce) | 502-893-2985 |
Debbie Williams
Account Administrator
Debbie has been an assistant in the brokerage industry for over 15 years. Debbie manages the overall operational area for the 1st K Wealth Group team. She is primarily responsible for general client problem solving, handling correspondence, verifying the accuracy of client information, and all other areas of client satisfaction. Debbie's years of experience assures clients of prompt and professional service.