Kilpatrick Advisors Revenue

About Kilpatrick Advisors

We help individuals and families proactively address the key wealth issues that they face over the course of their lifetime. Those issues include: -Potential Growth of investment assets -Effectively using credit -Maximizing the value of your qualified retirement plans and tax deferred investments -Enhancing the value and protecting your compensatory stock options and restricted stock -Business succession planning -Devising gifting strategies to children and charities -Selecting the best entities for your durable power of attorney and health care power, executor of your will and estate -Ensuring that your assets are titled properly and coordinated with wills and trusts -Defining your legacy plan for your family and your passions Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Additional advisory services offered through Kilpatrick Advisors, Inc.. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This message and any attachments contain information which may be confidential and/or privileged and is intended for use only by the intended recipient; any review, copying, distribution or use of this transmission is strictly prohibited. If you have received this transmission in error, please (i) notify the sender immediately and (ii) destroy all copies of this message. If you do not wish to receive marketing emails from this sender, please reply to this email with the word REMOVE in the subject line.

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