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Kristin E. Kornemann, CFP
Phone: (301) 610-0071 Kris Kornemann joined Financial Advantage in 2000 after working with high net worth business owners and their families, to facilitate their estate planning and philanthropic aspirations at a local estate planning firm in Potomac, Maryland. Through this work, she also developed relationships with the not-for-profits who were benefiting from their inclusion in her clients estate planning provisions.
The product of a local family business, Kris’ primary emphasis is on helping closely held business owners achieve their goals to secure their retirement while minimizing taxes*, through the thoughtful design of employer-sponsored retirement plans, including defined benefit pension plans. Beyond this, she helps business owners to retain top talent through the use of executive benefits. Since the business represents the majority of their wealth and assets, Kris works with the business owners she serves to develop strategies to exit their businesses with cash in-hand for retirement, through business transition strategies. This process also includes provisions so that the business can withstand the untimely death or disability of the owner/partners.
Kris also assists not-for-profit organizations to retain their essential staff and executives through the use of retirement plans, and executive benefits. A Certified Financial Planner™ professional, Kris is a trusted advisor with over 15 years’ experience. She offers fee-based financial planning and asset management services to the professionals and families she serves.
Kris is a member of the Financial Planning Association (FPA), Society of Financial Service Professionals (Society of FSP), and the National Association of Insurance and Financial Advisors (NAIFA). Kris is a member, and former Vice President, of Women Business Owners of Montgomery County.
She is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc., A Securities Dealer, Member FINRA/SIPC. Financial Advantage Associates is independently owned and operated.
*This should not be considered as tax advice. Consult a qualified tax professional regarding your individual situation.
1175-2009-95978, DOFU 9-2009
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Our firm has various representatives that are licensed to conduct business in MI for non-registered insurance products only. We also have various representatives that are licensed and registered to conduct business in the following states: AZ,CA,CO,DC,DE,FL,GA,MD,MN,MO,NC,NJ,NY,OH,OR,PA,SC,VA,WV for non-registered and registered insurance products, as well as securities. Financial Advantage Associates, Inc. is independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with Financial Advantage Associates, Inc. are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Financial Advantage Associates, Inc. are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Financial Advantage Associates, Inc., 1803 Research Blvd., Suite 401, Rockville, MD, 20850 (301) 610-0071 |
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