(937) 886-1442 Home About Us Resource Center Client Center Tools Contact OUR INVESTMENT PHILOSOPHY Kiplinger Wealth Advisors applies a team approach, collective knowledge and experience is used to design portfolios that pursue the balance of our clients’ goals for investments returns, but also their need for safety. All clients have unique time horizons and unique risk tolerances. Understanding the goals and objectives for our clients’ assets and developing a strategy that meets their needs is our focus of policy. This strategy is defined by the asset allocation and outlined through an investment policy statement…your investment road map. The statement outlines, among other things, Your investment goals The minimum level of return you need to make to achieve these goals What types of investments you will and won’t include What portion of the total portfolio each investment will comprise How long the assets will be in the portfolio The anticipated inflation rate and tax-bracket assumptions What portion of the investments need to remain liquid Potential tax consequences Advanced technology is implemented to monitor our client’s portfolio, providing back-office trading and research efficiency, as well as, user friendly performance and position reporting on an ongoing basis. Click here to read about The Kiplinger Process. Contact Kiplinger Wealth Advisors Office: (937) 886-1442 Fax: (937) 886-1664 325 N Main Street Suite 202 Springboro, OH 45066 brad@kipinvest.com Quick Links Retirement Investment Estate Insurance Tax Money Lifestyle All Articles All Videos All Calculators All Presentations Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2021 FMG Suite. Advisory services offered through Kiplinger Wealth Advisors. Securities offered through Securities America, Inc. Member FINRA/SIPC. Kiplinger Wealth Advisors and Securities America, Inc. are separate companies. Securities America and its representatives do not provide tax or legal advice; therefore it is important to coordinate with your tax or legal advisor regarding your specific situation. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.