KeyAMS offers a menu of services designed to help fill in the gaps of a client’s financial plan. Before offering any strategies, KeyAMS first works to understand your needs, values and goals. All suggestions are based on what’s in your best interest. I am an independent of any particular carrier or financial product lines. My only obligations is to my clients.
Interested in learning more about how I may be able help you? Contact me to schedule a complimentary, no-obligation consultation.
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Securities & Advisory Services offered through CreativeOne Securities, LLC, member
FINRA/SIPC
and an Investment Advisor. KeyAMS and CreativeOne Securities, LLC are separate entities.
Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency. Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company.
*David Barol/Key AMS does not provide legal advice and cannot draft legal documents. We work with experienced CPA’s, tax planners and estate planning attorneys who develop the legal documents that express a client’s estate planning intentions. We are pleased to work with a client’s current estate planning attorney, CPA®, and other advisers.
