About Us
Over 40 Years Planning Futures
Since 1981, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, insurance needs, future taxes, retirement, legacy, and/or estate planning? One of our credentialed professionals would be glad to help.
A Proven Approach
Rising taxes, rising costs, and possible long term care are factors many people haven't planned for. We analyze your goals and needs. Then we compare them to your current portfolio. The next and most important step is we EXPLAIN how your current strategy meets or doesn't meet your needs, goals and desires. KFG suggest answers specifically designed for YOU which meets your risk tolerance.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Our services
401K/403B Co-Lab
Do you believe taxes are going up or down in the future?
Rising taxes in retirement is an important risk for savers to understand. This is especially true for individuals who have saved all or the majority of their retirement assets in tax-deferred vehicles, like IRAs and 401(k)s.
These popular savings vehicles defer taxes to the future. If taxes are higher in retirement than they are today, savers with IRAs and 401(k)s could pay more in taxes than planned.
We offer a co-lab vehicle that works with your 401k/403B that plans for and eliminates these future taxes and best of all, in most cases, there is no additional financial outlay on the client's budget!
Have YOU done the necessary planning to accommodate rising taxes?
Financial Planning
There's truth to the old saying, "those who fail to plan, plan to fail." We specialize in retirement and legacy planning for everyone. It doesn't matter what stage you're at in your plan, or even if you haven't begun a plan, we're here to help guide you through the steps leading to successful achievement of your goals.
Your future starts now!
Insurance Management
The insurance environment changes more than the public realizes. In most instances, clients are unaware of why their insurance portfolio hasn't changed with the environment in terms of both benefit and price. A free policy evaluation brings an updated portfolio working to reach your goals!
We specialize in both pre-senior and senior insurance planning.