ATLANTA--(BUSINESS WIRE)--Today, we are launching a fee-only financial planning service to help Young Professionals (YP) navigate the challenges and opportunities they may face with building their financial future. In general, YPs share a strong desire to make wise choices but may lack the near-term financial resources to afford a financial expert. “We want to facilitate the conversation with YPs to make an impact in our Buckhead community,” stated Christian Koch, President of KAMSouth.
This new service which will be branded as “YP Elite Wealth Planning” is exclusively for Young Professionals ages 30-40 that live in the Buckhead, Atlanta area. The annual membership fee is $600.00 per year. Our main goal will be to connect YPs with financial tools, competent advice and resources to navigate a complex financial environment.
Mr. Koch, who will be heading up the YP initiative, stated, “The vision for this activity came from a membership discussion at the Rotary Club of Buckhead.” Furthermore, “I feel a great responsibility to share my expert financial knowledge with young professionals in our community to make sure they feel they have a strong foundation and a deep understanding of complex financial planning issues,” said Mr. Koch.
The benefits of this elite program will be focused on rendering value on topics such as: investment selection within a company’s 401k plan, how to position assets for another financial crisis, how to achieve dual financial goals, ROTH IRAs and why income taxes matter for retirement savings today.
To find out more about mapping your journey with the “YP Elite Wealth Planning” and KAMSouth, visit our website: www.kamsouth.com or contact Christian Koch for more information on how to sign up.
KAMSouth is an Independent private wealth advisor based in Atlanta, GA. Best-Selling Author, Christian Koch, CFP®, CPWA®, CDFA™, is recognized as one of the top thought leaders and wealth experts in the money management industry. Christian is on the Board of Directors of Rotary Club of Buckhead. For more information you can connect with Christian at: www.kamsouth.com.