OnMark Asset Management Elite Client Loyalty App – Welcome to this latest innovation in our endeavor to better serve you! This app is on behalf of our elite clientele for easy and direct access to our financial planning firm with just a touch of their smart devise. Clients can call or email us directly from the app. Need an appointment or telephone conversation? Have a question or concern about the economy or your account? Use the app – it’s that simple.
Generally our firm only allows capacity for new clientele via a referral through someone who values the work we do. We appreciate that our great clients continue to share us with their co-workers, friends and relatives by way of introduction. The introduction process is now easier than ever before - just a button click at the top of the app.
Go directly to our OnMark website, featuring Information, Research, Calculators, Tax Center and much more. Or visit SocialSecurityWise to consider a wise strategy for claiming Social Security benefits that may result in additional retirement income. Watch the video, review the case studies and down-load the free brochure – Good Decisions: Getting the Most from Social Security. Plus the Retirement Time Information Center is only a touch away, presenting The Income for Life Model ®- An investment strategy with the objective of providing inflation-adjusted income for life. Watch the movie, check out the Interactive Tools, down-load the related article from Kiplinger Personal Finance…. even request a personalized analysis.
If you are arriving at our office for an appointment or educational workshop , the Google Map feature will provide detailed directions to our office location so you won’t miss a beat.
If you are with OnMark, we are right at the touch of your fingertip. With this revolutionary tool in your hand, you have personal financial consulting right when you want it, anyplace, anytime. At OnMark Asset Management, we are here for you.
Registered Representative and Registered Advisor of and offers Securities and Advisory Services through
KMS Financial Services, Inc
2001 Sixth Ave. Suite 2801
Seattle, WA. 98121-9833
Member FINRA/SIPC, Broker/Dealer and an SEC Registered Investment Advisor