What We Do

What We Do

“We are what we repeatedly do. Excellence, then, is not an act, but a habit.”

 – Aristotle

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What We Do

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Securities and advisory services offered, in states where licensed, exclusively by Russell D. Cole, CLU, ChFC, Jordan Cole, CFP®, Katherine Benjamin, CFP®, CLTC and Michaela Anderson, CFP® through KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor.

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