What We Do

KFG is a full-service firm dedicated to helping clients achieve lasting financial security. Our Advisors are committed to guiding you on your journey toward your goals, offering a broad range of integrated financial solutions, 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 Advisors can help you:

Improve Your Cash Flow – Recommending how to make the most of your money. We help identify ways to increase your cash flow: sometimes as a result of reducing taxes, improving your investment returns, or eliminating inappropriate insurance expenditures.

Improve Your Rate of Saving & Return on Investments – Putting you in touch with some of the nation's top money managers. We provide investment performance evaluation and asset allocation analysis. We help you develop an investment strategy that fits your unique needs and wants.

Reduce Income & Estate Taxation – Guiding 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 in strategies to reduce your income taxes.

Determine Appropriate Insurance Coverage – Providing a comprehensive insurance review and implementing recommendations tailored to your personal goals and objectives. This includes areas such as life insurance, disability coverage, and corporate fringe benefits. Our approach helps you identify your true insurance needs, and we recommend the appropriate solutions and coverage levels to protect both you and the assets you’ve worked hard to build.