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Home > Financial Services > Stock Brokers > KRD Brokerage Llc.
KRD Brokerage Llc.
KRD Brokerage Llc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Their financial planning process consists of five distinct steps including assessment of your current situation, identification of your financial goals and risk temperament, development of a clear and detailed financial plan, implementation through suitable investment selection and monitoring of plan to insure proper goal obtainment.
It is worth emphasizing that financial planning is not a one-time event, but rather a life-long journey requiring commitment, discipline and clarity, which embodies many life facets including education, retirement, estate planning, insurance risk, and tax planning. Realizing that time is valuable, partnering with a competent advisor that you trust can help pave the way to a more secure future for you and your family.
Investors have become more demanding and selective in what they look for in a financial advisor that includes unbiased advice, diverse product offerings, and highly personalized service. As a full-service, independent advisory and planning firm, they pride themselves on being able to cater to the most sophisticated and discriminating investor.
Their investment philosophy is premised on modern investment theories that focus on the balance between capital preservation and growth, and the understanding that every investor is different in terms of their financial objectives and risk temperament.
No matter how prudently you save, taxes and inflation can impact the growth of your assets. While there is little you can do about inflation, there is a lot you can do about taxes.
People don't normally plan to fail, but they can fail to plan. Sound financial planning is the key to a comfortable future. At KRD Financial, LLC they define financial planning as the process of meeting your life goals through the proper and comprehensive management of your finances.
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