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Robin Tan, CFP®, Ph.D.

KMS Financial Services, Inc.

5400 Carillon Point
Kirkland, WA 98033
Phone: (425) 739-9389
Fax: (425) 952-0179

Toll-free: (800) 619-8376

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Attending College
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Mutual Funds
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

Considerations: Fee-only for financial planning and fee based on assets under management for investment planning.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.