What We Do

KFG is a full-service financial planning firm.  We believe our associates can help with your quest to make your visions of financial security a reality.  The KFG  associates provides a broad spectrum of integrated financial solutions for our clients, including:

 

 

  • comprehensive financial planning
  • single financial matter recommendations
  • investment advisory services
  • investment policy statements
  • asset allocation strategies
  • current asset holding review
  • estate and gift tax planning
  • retirement planning
  • educational and college planning
  • income tax planning and tax strategies
  • insurance needs and product assessments (life insurance, long-term care, disability)
  • corporate benefits plan review and design
  • risk management
  • financial plan implementation


 

KFG's commitment to you involves a number of financial areas in which we can be of service. KFG may be able to help you:

  • Improve Your Cash Flow – We make recommendations on how to make the most of the money you have. We help you identify possible ways to increase your cash flow: sometimes it's a result of reducing taxes, improving your investment returns or eliminating inappropriate insurance expenditures.
  • Improve Your Rate of Saving & Return on Investments – We offer services that put you in touch with some of the nation's top money managers. We provide investment performance evaluation and asset allocation analysis. We can help you develop an investment strategy that fits your unique situation.
  • Reduce Income & Estate Taxation – We guide you in the efficient transfer of your assets to your family or favorite charities with emphasis on reducing estate taxes. Our estate planning process could include our suggestions on ways to help reduce taxes, legal fees and strategies to protect your assets now and in the future. We can also assist you with strategies to reduce your income taxes.
  • Determine Appropriate Insurance Coverage – We provide you with an extensive insurance review and implement recommendations based upon your personal goals and objectives. This includes life and disability insurance and corporate fringe benefits. We help you answer tough questions about the need for insurance. Additionally, we will make recommendations for appropriate insurance vehicles and amounts to protect you and the assets you
    have accumulated.