Our Philosophy
Our philosophy and how we do business here at Kensington Financial is what really sets us apart from the rest of the investment community. Briefly, we are a full service, independent brokerage and financial planning firm. This means that we have the ability to choose from literally thousands of quality, managed and unmanaged investment and insurance products for our clients. Our recommendations are based solely on each particular client’s financial situation. We prudently invest for the long-term and do so by diversifying our client’s assets among the right mix of managed and unmanaged investments.
We are dedicated to you and will be your partner every step of the way to administer and execute your customized comprehensive plan. We at Kensington Financial Services will keep you informed and updated. We are accessible and we hope to be a part of your “family”.
We recognize that as your needs change, so do your financial planning objectives. That’s why we develop a relationship with you and – along the way – we are able to anticipate and adjust your changing needs. We are committed to monitoring and adjusting your investment and insurance portfolio to best serve you and to best meet your goals.
For more than ten years, Kensington Financial Services has provided wealth building financial expertise to clients, helping them to invest in the future. We would like the opportunity to do the same for you and your family.