Ken Stern & Associates, Inc.

Investment Advisory & Wealth Management

 

 

 

Ken Stern & Associates:
Passionate About Performance  

Ken Stern & Associates (KS&A) is proud to be a direct

money management company, providing investment services

that once were inaccessible to individual investors. We enable

you to bypass the middleman by working directly with the

group that is ultimately responsible for creating an investment

strategy customized to your goals and objectives. 

 

Our Mission: Serving Your Needs

A talented team of financial advisors at Ken Stern &

Associates is passionate about maximizing and protecting

your individual investment needs. We are dedicated to

assisting you with your financial needs with the goals of

increasing your net worth, paying lower and fewer taxes

and protecting your legacy by integrating a multi-disciplined

approach of estate, tax and investment management.

 

Our Goal: Results  

We strive to deliver the expertise and knowledge that will

allow you to create and maintain a well-developed wealth

strategy. With the proper tools in place, we can focus on

our mutual top priority–results.


 
Ken Stern & Associates is hosting an Estate Planning
 workshop with a focus on:
 
· Potential strategies that may help you
profit during economic chaos
 
· Ten potential wealth mistakes
investors make
 
 
· Create a legacy that you can enjoy today
as well as leave your loved ones
something more than money
 
November 1, 2008
at
The Windmill in Carlsbad
 
890 Palomar Ariport Road
Carlsbad, California 92008
 
The workshop begins promptly at 1:00 pm and registration begins at 12:30.
 
CALL TODAY TO RESERVE YOUR SPOT! 
SEATS ARE FILLING UP FAST!
 
858-485-0404

 
     
Website Disclaimer: This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein. We suggest you consult with your financial or tax advisor with regard to your individual situation.

This site has been published in the United States for residents of the United States. Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.   

 

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