Our Mission
Our mission is to create a financial retirement roadmap that protects and grows the assets you already have, uncovers and grows assets you have yet to discover, and offers solutions that are tailored specifically to your needs; that, if suitably and properly structured, can provide a tax-advantaged income, or a long-term income stream.
Core Values
At Kumar Financial & Insurance Services, our values are our cornerstone. It is so important that we perform our work and conduct ourselves every day by the following standards to make our client’s experience not only pleasant, but memorable:
Service
Go to extraordinary lengths to satisfy and delight our clients and do everything possible to create solutions. Do what we say we will do, when we say we will do it and be positive, available, and honest.
Hard Work
Always inspire ourselves to work tirelessly in the very best interests of our clients, our company, our partners, and the financial services industry.
Listen and Understand
Be attentive to our clients’ goals and needs, because it is only by listening that we can truly understand the issues involved, the potential solutions, and how best to achieve them.
Loyalty
Stay committed to our clients, for their needs and wants must come first before anything else.
Trust
Tell the truth and strive every day to act in such a way that we are worthy of our client’s trust.