Helpful Links

KMS Financial Services, Inc. (Home Page)

Please visit this link to learn more about our independent broker-dealer, KMS Financial Services, Inc. Current clients can gain access to their consolidated statements and performance reports from the home page. If you haven’t already established a username and password, please contact our office and we can help you gain online access.


Certified Financial Planner™ Practitioner

Are you interested in learning more about CFP® Professionals and how their expertise can assist you in your retirement planning? Click the link above to be directed to the CFP Board’s website. On the site you will find helpful articles regarding your rights as a client, how to choose a CFP® Professional, setting financial goals, how to choose a planner, and many more…


Yahoo Finance

Yahoo Finance provides investors with real-time stock quotes, charts, and the latest finance news.


CNBC Home Page

As a worldwide leader in business news, the CNBC website is an excellent source for stock market news and information.