Experts in Business, Technology and Financial Analysis
Our mission is to build stronger individuals, businesses and communities
Our core financial and business capabilities include:
Financial Planning – We can evaluate your current personal financial position and develop sound strategies to help you reach your personal goals.
Investment Management – We can help you understand your diversification model, risk tolerance and provide growth projections of your current portfolio. Optionally, we can even manage the assets for you.
Business Consulting – We can provide a variety of consultancy services to help you with business strategy, technology strategy, and financial analysis in many areas of your business.
Individuals, Families and Small Business Owners
Are you looking to retire with a certain lifestyle expectation? Do you have children you’re planning to send to college? Divorced? Blended family? Business Owner? All of these and many other personal financial situations can benefit from an objective perspective and analysis from a personal financial fiduciary, looking out for your best interest.
If you are a small business owner, understanding your financial situation is critical to determining your next business investment. We can sort through your income statement, balance sheet and cash flow statements to help determine current performance and if you are liquid enough to make that next investment. We can also help with business valuation to help you determine the value of your business prior to selling or conversely the value of a business you are considering acquiring.
We can also help you set up a business retirement plan for yourself and your key employees through our Financial Planning services.
For more information on Financial Planning please visit: KastlerFinancialPlanning.com
Medium and Large size businesses have a host of business challenges to meet global competition and digital transformation. To help you achieve success, we can help you in the following areas:
- Business consulting
- Technology consulting
- Financial analysis
- Marketing and sales consulting
- Project and vendor evaluations
Discover the processes and technological changes that are necessary to achieve your business objectives. Then apply financial analyses to understand the impacts, good or bad. We can help you unlock the data that exists in your organization and perform many types of financial analyses. Formulating a business strategy takes a lot of skill and time and takes some risk. We help you understand the financial impact before you make those major decisions!
For more information on Business, Finance and Technology consulting please visit: KasBizTech.com
We are active in our community! Our community give-back mission is to provide time and money to local housing needs. Our goal is to raise enough charity dollars to fund a complete Habitat for Humanity home. We also give to a local school charity to provide dollars to under privileged children that want to attend private schooling.