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Our mission is to assist our individual and corporate clients with advice that matters. Kring Financial strives towards a peerless reputation for excellence in our industry, providing the most comprehensive, thoughtful and personal service available. We are here to establish financial stability, security, and independence for our personal and corporate clients with our leading team of advisors. Clients have valued our disciplined and collaborative financial management approach for over 15 years. Our Financial Planning services focus on you, the client, developing a sound, personalized plan and aiding you in its management. Our Investment Management services focus on your unique needs with institutional-level programs and support. Our Retirement Plan Consulting and Fiduciary services provide retirement plans, trusts and endowments with conflict-free fiduciary consulting, advice and investment management. If you have questions about your current financial position, would like further information, or desire to schedule an appointment, Contact KFM today. The services and people behind KFM extend beyond your primary financial advisor or support person. KFM proudly use the services of Triad Advisors, Inc., an independent broker/dealer (member FINRA/SIPC) , and National Financial services (NFS,)member SIPC, a Fidelity Investments Company as custodian. Triad operates as our business partner in establishing and maintaining brokerage accounts and services for our clients. Triad and KFM proudly use NFS to further support our clients in providing custody and safe-keeping of our client’s assets. NFS offers full SIPC coverage and is an independent provider of institutional level service and support for our clients. At no time does KFM hold investments or money for our clients. Back To TopAt Kring Financial Management, Inc. (“KFM”), maintaining our clients’ trust and confidence is of paramount importance. We are committed to safeguarding your personal information and providing you with the facts and possible ways your information is may be shared. Please take some time to review our privacy policy and the sharing options available to you. This notice describes the privacy policies of KFM. The privacy policies apply to individuals who obtain or apply for a financial product or service for personal, family, or household purposes, or have done so in the past, from any of the businesses listed below: Kring Financial Management Privacy PolicyOur Privacy Principles
If you are presently satisfied with the means by which your personal information is collected and shared, no action is necessary. This notice replaces all previous statements of our consumer privacy policy and may be amended at any time. We will update you of our policies annually and will immediately notify you in the event of revisions or amendments to our privacy policy or how we handle your personal information. If you have any questions about this privacy policy you may call us at (770) 333-0113. Information We Collect Nonpublic information we obtain as part of providing you with our services may include (but is not limited to) the following:
Information That We Share Sharing of any and all client information is executed in a limited and carefully controlled manner. We use or share your information to identify and protect you against fraud, complete transactions quickly and efficiently, determine the right services to meet your needs, and provide you with proper customer service. Customer information we may share includes (but is not limited to) the following:
Sharing Information with Third Parties Not Affiliated With KFM We disclose information with unaffiliated third parties as required or permitted by law. Please be assured that whatever the reason for sharing your personal information, we take steps to assure that those parties respect your privacy by limiting the use of the information to the purpose for which it was disclosed. These unaffiliated third parties may include (but are not limited to):
Confidentiality and Security The security of your account information is important to us. Only those persons who need your information to perform their job have access to it. In addition, we maintain physical, electronic and procedural security measures that comply with federal regulations to protect your information. Our employees have limited access to your personal information based upon their responsibilities. All employees are instructed to protect the confidentiality of your personal information as described in these policies, which are strictly enforced. Former Customers If you end your relationship with KFM, we will continue to adhere to the policies and practices described in this notice. Back To Top |
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| © 2010 Kring Financial Management | |||||
4045 Orchard Road Suite 220 Smyrna, GA 30080 770.333.0113 Fax: 770.333.9557 inquiries@KringFinancial.com
Securities products and advisory services offered through Triad Advisors, Inc., Member FINRA/SIPC. Kring Financial Management is not an affiliate of Triad Advisors, Inc. Our advisors are licensed to sell securities products in the following states: AL, AZ, CA, CO, FL, GA, IL, IN, MA, MD, NC, NY, SC,VA, WA, WI and CT. Residents of other states should consult with a local registered representative for securities products.