KAI Advisors LLC

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      • Physicians and Medical Professionals
      • Americans of Indian Origin
      • Individuals & Small Business >
        • Young Individuals
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        • Young Families
        • Families with School-Going Children
        • Families Accumulating Assets
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Services

We provide financial planning and investment management services on a "fee-only" basis with no minimums.

Our services include:
  • Financial Planning: Many of our clients engage us to prepare a financial plan for them. This covers areas such as Net Worth and Cash Flow Analysis, Investment Planning, Tax Planning, Retirement Planning, Insurance Planning, College Planning, Charitable Planning, and Estate Planning.
  • Investment Management: Our clients typically also engage us to manage their investments. We develop an Investment Policy Statement based on a Risk Tolerance Analysis. We recommend a suitable portfolio, implement it and monitor it for our clients. We periodically make changes to the investments, and meet with our clients to review investments.
  • Targeted Financial Planning / Hourly Advice: We also do specific projects for clients that involve targeted advice. Examples include answering questions like:
    • How well is your portfolio allocated? Are you comfortable with the risk in the portfolio? Is it on track to deliver the return necessary to achieve your goals?
    • Are you confident of being financially secure in your retirement? How can you minimize the chances of outliving your assets?
    • Do you need or have appropriate life insurance, disability insurance and long-term care insurance coverages?
    • Does your monthly cash flow (income and expenses) allow you to save? Would you be better off creating and and living within a budget?
    • Have you planned to provide a college education for your children? What is the best way of doing so?
    • Do you have the appropriate provisions in place to minimize estate taxation? Are your wills up-to-date? 

Fee Only Financial Planning & Investment Management

  • Home
  • Contact
    • Contact Information
    • Financial Planner in Princeton
    • Where we Practice
    • Regulations / Monitoring
    • Disclosure
  • About Us
    • Who we help >
      • Physicians and Medical Professionals
      • Americans of Indian Origin
      • Individuals & Small Business >
        • Young Individuals
        • Recently Married
        • Young Families
        • Families with School-Going Children
        • Families Accumulating Assets
        • People in Retirement
        • Small Business
      • Long Distance Clients
    • Company History
    • Affiliations
  • Services
    • Deliverables
  • Process
    • Fees
  • Why KAI
    • Fiduciary Responsibility
  • KAI News
  • Secure Access