Kesten
Financial
Group
It's a new Era!
... a new financial era.
Over the last 20 years we have witnessed the greatest technology explosion in the history of mankind. With the introduction of the internet and the smart phone alone, our lives have dramatically changed: with the way we communicate, how we conduct business and how we purchase items. The world has opened up to us as never before. But, along with this burst of change, our lives have become more hectic as well; greater noise out there that is pulling us in different directions and vying for our attention. With all the hustle and bustle of living, at the end of the day each and every one of us desires success and the freedom to do what we love on our terms. The freedom to make memories, to enjoy your family and friends; the freedom to take care of yourselves, 100% guilt free. The freedom to turn dreams into reality on your terms. Our goal at Kesten Financial Group is to consciously and professionally design a plan that will allow you to actualize your dreams, and to experience the freedom you deserve. It is your time.
A recent study by The American College revealed that 40 percent of small-business owners have no retirement savings
Source: AmericanExpress.com 60% of small-business owners were not saving the money they needed for retirement
Source: USAToday.com According to Bloomberg, college tuition and fees have increased 1,120 percent since records began in 1978.
Source: HuffingtonPost.com "Risks come from not knowing what you’re doing."
– Warren Buffett
Our Values, Our Beliefs
- The name of the game is not about out-performing the markets. Markets will go up and down. Your financial goals, though, will most likely remain constant. That's why we are not just focused on maximizing your returns, but rather to create your roadmap that helps you cross the finish line in good financial shape.
- We want to really get to know you. You are unique with your own unique dreams, goals, and concerns. How else can we create your very own roadmap without knowing who you are and where you want to go. One size does not fit all.
- We understand busy. You have a life, family, and career that pulls and demands our attention every day. We are not expecting you to also be a financial wizard. When you need an experienced professional, you engage one (think of it as a "financial doctor" ... you don't do your own appendicitis either)
- We take complicated ideas and break them down into understandable step-by-step concepts. Financial products along with the lingo used by some "experts" can be very overwhelming and intimidating. No worries. We take the "complicated" out of the equation by informing / educating you so you are equipped to make informed decisions.
- Life isn't always happy and sunny. Nor is it always dark and gloomy. Let's be well prepared, so we can endure and manage when things are tough, and prosper regardless of where life takes us.
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