Klyman Financial LLC
Financial Services - New York, NY, United States
Klyman Financial LLC Employees
Klyman Financial LLC Details
THE KF METHODOur method is different than other professionals because when we hold an in-depth, in person complimentary consultation to discuss your financial goals we speak from our family to yours. We dedicate this time to really getting to know you. We want to understand what's important to you and your family so we can help you develop strategies for today and tomorrow. After we have evaluated your situation, we invite you back to our office (or your kitchen table) and make recommendations. We want to help you with:-Budget Analysis-Trust and estate planning strategies-Investments-Life Insurance-Disability Income Insurance-Long Term Care Insurance-Personal Financial Strategies-Retirement Plans-Tax Reduction Strategies-Business Succession Planning-Premium Financing Strategies-Asset Preservation Strategies-Buy-Sell Agreements-Key-Man Policies-Foreign National StrategiesSecurities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA /SIPC. Klyman Financial is not affiliated with APFS .Any opinions expressed in this forum are not the opinion or view of American Portfolios Financial Services, Inc. (APFS) or American Portfolios Advisors, Inc.(APA) and have not been reviewed by the firm for completeness or accuracy. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments. Readers should conduct their own review and exercise judgment prior to investing. Investments are not guaranteed, involve risk and may result in a loss of principal. Past performance does not guarantee future results. Investments are not suitable for all types of investors.David Klyman is a Non-registered person with American Portfolios Financial Services, Inc. Member FINRA/SIPC.
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