Caring  |   Independent   |   Practical
Financial Services

KEM Strategic Partners

978.777.1423
kevin.mcgillivray@lpl.com

We have three fundamental principles upon which our firm is based.

Caring – Without caring, why bother? It’s the foundation of how we operate as a firm and as individuals. It’s why we’re here. We care about our clients. We care about their goals, their dreams and their desires. If we don’t care, we can’t be fully engaged and do what is best for them, their families, their businesses and their employees. Timely appointments, quick turnaround to inquiries and unlimited access to our advisors are examples of how we show we care.

Independent – Independence is critical to our mission. It’s the result of caring about one’s situation and seeking better solutions. We know that in order to do what is in the best interest of our clients’ we need to be independent of financial companies’, their product sales, their incentives and their promotions.

Practical – It’s our job to take out all of the companies, the products and the “solutions”, in effect, all of the noise, and come up with a caring, independent and practical plan for you, the client. In theory, everything could be great and work out. In reality, our advice needs to be objective, transparent, understandable, suitable and practical to be worthwhile.

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