At R.W. Kim & Company, it is our belief that it is not about the choices you've made in the past, it's about where you are in the present, and about having an open and honest dialogue regarding where you would like to be. Whether you're covering some of the essentials like education funding and retirement planning, or are following your passion to take time off to pursue a lifelong dream; whether you envision a future that involves that exotic trip you've always wanted to take, or simply desire the financial flexibility to visit your family during retirement–all these futures require forethought, but more importantly, they require a strategy.
in the process of designing appropriate strategies for individuals and business owners alike.
Our objective at R.W. Kim & Company is to listen, and to create a strategy that works for our clients. By listening first and foremost, and by asking the right questions, we help our clients best by helping them clarify what it is they really want. Only then, when we're as educated about your goals and vision as we can be, do we go to work building a strategy to help get you there based on an evaluation of where you are now.
We bring 30 years of experience to the process of designing appropriate strategies for each client. Since there is never one "right" way in which to approach a situation, R.W. Kim & Company presents its clients options. Every strategy has its inherent strengths and weaknesses, and we believe it is our duty not to choose on our clients' behalf, but to educate them on the value of each approach, so that they may select the path they feel is ultimately in their best interest. We aim for full disclosure, and strive to offer the independent, balanced, perspective our clients seek–and for which we are known.