|KISTLER-TIFFANY||PLANNING CENTER||CLIENT RESOURCES||NEWS|
We strive to provide a personalized service experience for clients seeking a comprehensive wealth management approach to managing and transferring their wealth and protecting their assets. Our planning processes enable our clients to crystallize their objectives and then we take a leadership role in implementing and servicing their needs. At Kistler-Tiffany Advisors, we use a consistent approach to providing advice, implementing solutions, and measuring, monitoring, and reporting on client progress towards their goals. We listen in a way that facilitates clarity and allows our clients to make informed decisions about their financial future.
Kistler-Tiffany Advisors has particular experience in serving families with complex financial issues, have investable assets, or are currently growing their net worth. Our optimal client leads a family or business, values long term relationships, demonstrates integrity, and appreciates the preservation of wealth.
We strive to provide estate and business succession planning and wealth management from an independent platform to assist our clients based on their short and long term investment objectives. Our team approach allows us to address the specific needs of each client by remaining available to assist with planning matters and to help coordinate with the client's other professionals as specifically requested by the client. The goal is to provide clients with ongoing communications and implementation services.
Advisors are client team leaders who oversee the client experience and bring new clients to Kistler-Tiffany Advisors. We listen to our clients in determining how to best serve their individual needs. We integrate the skills, energy, and time of all our employees with a common goal of personalized client service. Kistler-Tiffany Advisors puts its resources into delivering a total client experience by addressing different areas of wealth management.
Kistler-Tiffany Advisors strives to provide personalized asset management and estate planning services to individual clients and their families with complex financial needs.
Please Note: Financial planning and/or consulting services are available for a separate fee and per terms of a separate written engagement. The scope of any financial planning and/or consulting services to be provided depends upon the needs of the client and the terms of the engagement.
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