Beth Kafrissen - Home Page
As the founder of Kafrissen Investment Solutions, LLC (KIS, LLC) which I established in 2007, I made the decision to align myself with VRSI in order to improve my clients’ access to an expansive array of customized products and vendors. I have never subscribed to the "one size fits all" theory. Hence, I have continued to maintain an independent agent status while providing an open and transparent process utilizing both financial and insurance solutions for my clientele.
My original dream to travel extensively became a reality when I flew as a flight attendant with 3 classes of air carriers: charter, mainline and corporate. As I witnessed the corporate world diminish hard-earned pensions, I realized the importance of educating myself in the financial world. Before devoting my work full time to K.I.S., LLC, I taught stock market literacy and options trading, assisted with budgeting and debt relief, managed an insurance debit book for over 500 clients and worked with a captive insurance agency.
As a skilled and dedicated professional and proud mother of an 8 year old Cub Scout, I truly believe that experience is the best form of education. My commitments to volunteering include assisting others through Meals on Wheels, Big Brothers/Big Sisters, Williamsburg/James City County Financial Eligibility Assistant, Substitute Teacher, and Williamsburg Garden Club.
The knowledge and perspective my past jobs and volunteering has given me has strengthened and honed my skills. I continue to assist my clientele with their retirement, health, Medicare, dental, vision and supplemental insurance, as well as budgeting, debt relief and notary services.
Whether just starting out or refining a complex situation, I will customize a plan to fit your individual, family or small business goals. I will work personally with you to identify your unique needs and budget, then offer specialized options.
At VRSI we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or legacy planning, our personalized service focuses on your needs, wants, and financial goals and objectives.
We are in no way affiliated with the Virginia Retirement System, but we do specialize in the benefits available to you under the VRS and provide programs that are designed, not to replace the benefits that you currently qualify for, but are designed to supplement and enhance those benefits.
Many retirees, even those with 30 or more years of service, find that their retirement income is far from adequate - often less than 50% of their final salary. Most people spend more time planning a two-week vacation than in planning for a thirty year retirement. A few minutes of appropriate retirement planning can help avoid some retirement mistakes.
Please explore our entire VRSI website to find out more about us - our history, our VRSI team, and what we do. Our website is filled with educational videos, articles, slideshows, and calculators designed to help you learn more.
As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. I will get back to you quickly with a thoughtful answer. Feel free to contact me for more information. My contact information is above.
Click on the link below for a list of the products and services that we provide.
Click on the link below to learn more about VRSI.
VRSI is a Virginia based corporation dedicated to working with VRS members:
- To assist you in understanding your state retirement system,
- And educating you on your retirement income options.
Our most well-received program has been our Retirement Planning Analysis Program, which consists of two parts:
- A presentation that shows, in general, how the VRS retirement system works,
- And a Personalized Retirement Analysis, that shows how you may maximize your retirement income.