Ivester & Associates, Inc.

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We are independent financial professionals who have the passion and freedom necessary to provide objective guidance and insight to our clients.

In our efforts to advance the interests of our clients, one thing is absolutely clear—each person's situation is different. Therefore, our approach is to pursue an in-depth understanding of your situation as well as the personal values you hold. Over a 34-year career, this simple yet intimate approach has helped us guide our clients toward their goals and has produced many rewarding relationships along the way.

We both hold the CERTIFIED FINANCIAL PLANNER™ Certification and are Certified Senior Advisors, and we are investment advisor representatives of KMS Financial Services, Inc.

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Richard and Amy Ivester

Index	Time (ET)	Last	Change
Dow Jones	4:08pm	10,850.66	+485.21
NASDAQ	5:16pm	2,082.33	+98.60
S&P	4:59pm	1,166.36	+59.97
30Yr Treasury	2:59pm	4.31 %	+0.144
10Yr Treasury	2:59pm	3.83 %	+0.195

Important Information: The principals of Ivester and Associates are Registered Representatives and Investment Advisor Representatives of KMS Financial Services, Inc., a FINRA (see www.FINRA.org) member firm securities-licensed in all 50 states. Securities, brokerage, and fee-based advisory services are limited to individuals residing in states in which both KMS Financial Services and they are licensed. Those states are currently Alaska, California, Colorado, Florida, Georgia, Hawaii, Indiana, New Mexico, Nevada, New York, Ohio, Oregon, Rhode Island, Texas, Virginia, Washington, West Virginia, and the District of Columbia. Before giving investment advice to residents of any state, we must first be licensed in that state. Therefore, access to this site is intended for and limited to individuals residing in states in which this office is securities licensed or exempt. By proceeding further, you acknowledge that you have read the disclosures above and that you are a resident in a state in which we are registered to conduct business. Thank you

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements..