Financial Planning

Financial planning means different things to different people. For some, it is a comprehensive strategy that integrates an individual's or family's finances in areas such as insurance, accumulation, retirement, education, investment and tax planning. However, for others, financial planning is a way to meet your life goals or dreams by focusing on one or more specific areas of your financial life.

Kish Financial Solutions believes that financial planning is the long-term process of prudently managing your finances to achieve your personal and family objectives, dreams, or goals. Financial planning involves the successful financial management of the challenges you face throughout your life.

Our team brings a wealth of experience and knowledge to our client relationships. We are here to serve you by developing a comprehensive plan, or by focusing on a particular area of concern. A cornerstone of our philosophy is to provide regular financial care through planning reviews as your life needs, goals, and priorities change.

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Securities, investment advisory and financial planning services offered through qualified Registered Representatives of MML Investors Services, LLC Member SIPC. 100 Corporate Center Drive, Suite 201, Camp Hill, PA 17011 (717) 763-7365. Kish Bank is not a subsidiary or affiliate of MML Investors Services, LLC or Massachusetts Mutual Life Insurance Company. Insurance and securities products and services are:

  • Not a bank deposit
  • Not FDIC insured
  • Not insured by a federal government agency
  • Not guaranteed by the bank
  • May go down in value

CRN201209-128626

Disclosure

Kish Bank is pleased to provide its customers with access to a wide range of personal financial planning services, investments and insurance products.  Kish Bank and Kish Insurance hold insurance licenses through which we offer a range of group insurance products.  Additionally, through a strategic alliance relationship with MML Investors Services, LLC, a registered broker/dealer and Member of FINRA, qualified registered representatives of MML Investors Services, LLC are available at Kish Bank to offer securities, investment advisory and financial planning services.  Services offered through registered representatives of MML Investors Services, LLC, including investments and advisory services, are not FDIC insured or bank products.