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Financial Services

Planning, strategy, and guidance designed to help you move forward with clarity—built around your goals, timeline, and comfort level.

Retirement planning Income strategy Ongoing reviews
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Financial services

Schedule a Meeting With Kenny Kuder or Call 805-732-4561

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Here to help you manage your finances so you can pursue your ultimate goals.

We focus on clear planning, disciplined risk management, and strategies designed to help protect what you’ve built.

Retirement Planning

Kenny Kuder, a Certified Financial Fiduciary, has dedicated his career to helping retirees protect against the Seven Known Retirement Threats:

  • #1 Market Risk
  • #2 No Guaranteed Growth
  • #3 No Guaranteed Income
  • #4 No Extra Income for Long Term Care
  • #5 No Spouse Replacement Income
  • #6 No Spouse Extra Income for Long Term Care
  • #7 No Guaranteed Liquidity at full value when markets are down

Professional Fiduciary Money Management

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Money management using a special algorithm and stop loss benefit to pursue growth with a 20-year history of very little losses. Example performance:

  • 2008: Markets -44% · Clients +4.79%
  • 2023: Clients +45.58%
  • Regulatory: AMS is registered with the SEC.

Estate Planning

Estate planning and creating a legacy are on the top of most retirees’ minds. Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Leaving an unplanned estate can destroy the strongest of family units. Make sure you take the time to build this important element into your comprehensive retirement plan.

Insurance Services

Some retirees underestimate the impact a big market loss may have on the future of their income. Luckily, insurance can be used to protect more than just your physical assets. It can also be used to help protect your future. Our firm specializes in helping individuals safeguard their retirement nest eggs by offering a variety of insurance products and financial planning strategies.

AMS Tactical Brochure

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Strategy

A strategy based on your goals:

Planning for retirement can be less challenging when you do it with an experienced team. Our advisors will help you build a financial strategy based on your goals.

  • Vision
  • Assessment
  • Strategy
  • Action
  • Ongoing Relationship

We offer services in these three areas:

A clear, simple framework to help you prepare, protect, and provide with confidence.

GROW

Prepare for retirement by putting your hard-earned assets to work.

HOW? Strategies and tools designed to build momentum.
  • Annuities
  • College Funding
  • Estate Planning
  • Fixed Indexed Annuities
  • Professional Fiduciary Money Management
PRESERVE

Protect the assets that can help you live the retirement you’ve always imagined.

HOW? Risk-aware planning that helps defend your future.
  • Indexed Universal Life Insurance
  • IRA & 401(K) Assets and Planning
  • IRA, 401(K) and 403(B) Rollovers
  • Life Insurance
GIVE

Provide for the people and causes you care about the most.

HOW? Legacy and income planning built around what matters to you.
  • Lifetime Income Planning
  • Long Term Care Insurance
  • Retirement Income Planning and 403(B) Rollovers
  • Safe Money Options
  • Wills, Trusts, Estates
Regular Review

Your life will change. And your plan must change with it.

At our regular plan reviews we check for progress, realign to new information, and address any information that is out of date. Our support team is here for you to get you the answers you need when you need them. Regular plan reviews are just another part of doing it the right way.

  • Progress check: confirm you’re on track with savings, income, and risk.
  • Realign: adjust your plan when life, goals, or markets change.
  • Update: keep beneficiaries, coverage, and strategy current.
Financial plan review meeting

Find a Custom Website For You Location

Find a Custom Website For You Location

The place to build your future is right down the road.

Buford, Georgia

1819 Buford Hwy NE Suite #B
Buford, GA 30518

Visit our Buford Office

See directions, details, and what to expect when you arrive.

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