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  2. Kris Kornemann

Kris Kornemann

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Kris Kornemann
CFP®
Financial Advisor
Phone: 
(301) 610-0071
Fax: 
(301) 610-0079
E-mail: 
krisk@finadvinc.com

Kris draws upon her 20+ years’ experience in fee-based estate and financial planning to help her clients realize their vision for their future. Her ability to simplify complex issues empowers her clients to engage in their planning with greater confidence.

Kris’ experience in her family’s business has given her a special affinity for other entrepreneurs. Kris’ expertise in retirement/pension planning, executive benefits and business succession planning is commonly referred by corporate CPA’s and attorneys. As a former Vice President of the Women Business Owners of Montgomery County, and an active member of the XPX DC Metro Exit Planning Exchange, she has forged relationships with business valuation experts, business brokers and consultants alike to guide owners and executives successfully through critical transitions.

Through the retirement income planning process, Kris helps clients successfully navigate key decisions that will impact their lifestyle in retirement. These may include housing and pension elections, the sale of a substantial asset (such as a business), and strategies to maximize Social Security benefits. Her wealth management services include special attention to longevity, inflation and market risk, balanced by tax sensitivity and legacy implications all of which are critical to retirees.

Perhaps the highest compliment, Kris routinely serves multiple generations of her clients, drawing upon her estate planning background to help define and preserve their legacies, which commonly include charitable interests. She routinely conducts family forums to share these provisions with next generations. Clients who want to “age in place” in their own homes seek Kris’ knowledge of Medicare/Medicaid and Long Term Care strategies to enhance their ability to do so.

Over the years, Kris’ role has matured to leading a team of advisors whose collaboration helps to ensure that all viable solutions are being considered for each client. Kris further solicits input directly from other specialists as her clients’ needs evolve. This ensures that her clients benefit from a multiple-disciplinary perspective.

Kris is a Certified Financial Planner™ (CFP®) practitioner, and member of the Financial Planning Association (FPA), who maintains all required licenses, registrations and certifications to provide financial planning, wealth management, and asset protection. She is a native “Washingtonian” who resides in Rockville, Maryland, is an avid dog lover, frustrated (yet hopeful) gardener, and enjoys the arts and travel with friends and loved ones. Kris is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc. DOFU 01/19 2384120

 

Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

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  •   1803 Research Boulevard, Suite 401, Rockville, Maryland 20850
  •   (301) 610-0071
  •   info@finadvinc.com

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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 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. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Financial Advantage Associates 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. 3045425 10-2020

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