KISFP also provides a lower-cost option of portfolio management-only service. With this service, clients will be able to establish an investment account, automate deposits to their accounts, and choose from a wide variety of investment portfolios to help them achieve their goals.

Our firm provides employee benefit plan services to employer plan sponsors on an ongoing basis. Generally, such services consist of assisting employer plan sponsors in establishing, monitoring and reviewing their company's participant-directed retirement plan such as a 401(k).

As the needs of the plan sponsor dictate, areas of advising could include: investment options, plan structure, and participant education.

This service involves access to professional financial planning technology not available to the public at a deeply discounted rate to help subscribers manage their finances on an ongoing basis. By paying a monthly subscription fee, subscribers get continuous access to select software programs and/or educational content. All technology/educational subscriptions include the ability to upgrade to financial advisor assisted financial planning and investment advisory services.

Jason J. Hamilton, CFP® currently offers seminars and does speaking engagements on a wide variety of financial and personal development topics.