Our philosophy is simple: Take care of our clients.
Investment Management Made Simple.
Here's what you'll get working with us.
The Right Investments. We will create a portfolio of investments specific to your goals, time horizon and risk tolerance. We'll also incorporate your retirement plan at work.
Automatic Rebalancing. When needed, we'll bring your portfolio back to its original allocation to make sure you are taking full advantage of current market conditions.
Everything in One Place. Technology we provide will let you see your complete financial picture all in one place, even the accounts we don't manage. Always updated, available 24/7.
Outstanding Service. Online, in our office or at your home. Just let us know your preference and we will work tirelessly to earn the title of your family's "Trusted Financial Advisor".
Setting up of new accounts at a leading online discount brokerage firm.
24/7 access to on demand performance reports.
Weekly email account balance change.
Use of low cost investments.
Quarterly in office review.
Fee-Only Investment Management
No long term commitment required. Cancel anytime.
Perfect for busy professionals and retirees.
Over the last 11 years, Josh Kettleson CFP® has served:
Health Care Workers
A Message from Josh Kettleson CFP®
"I started this company to give local investors access to world class investment management, modern technology and outstanding service. It is exciting to me that local investors are no longer limited to the "big box" brokerage firms and antiquated bank models that come with high commissions, random and unnecessary fees and often times the conflicts of interest involved with selling products. Please give us a chance to show you what we feel is the future of the investment management industry. If you ever have a question or concern, you can contact me directly and I will always respond to you personally."
CONTENT COPYRIGHT 2011-2014 KETTLESON FINANCIAL SERVICES, LLC. ALL RIGHTS RESERVED.
KETTLESON FINANCIAL SERVICES, LLC IS A REGISTERED INVESTMENT ADVISOR (RIA) IN THE STATE OF ILLINOIS. ADVISORY SERVICES ARE ONLY OFFERED TO CLIENTS OR PROSPECTIVE CLIENTS WHERE KETTLESON FINANCIAL SERVICES, LLC AND ITS REPRESENTATIVES ARE PROPERLY REGISTERED. THIS WEBSITE IS SOLELY FOR INFORMATIONAL PURPOSES. NO ADVICE MAY BE RENDERED BY KETTLESON FINANCIAL SERVICES, LLC UNLESS A CLIENT SERVICE AGREEMENT IS IN PLACE WITH YOU.