KFG provides objective, integrated financial advice for individuals and businesses in a simple yet comprehensive approach. Having an objective, CERTIFIED FINANCIAL PLANNER™ assist you with your plan has a positive impact on outcomes. Vanguard has done extensive research on this topic. The Vanguard whitepaper is available here.Download the Whitepaper
Most financial advisors take their clients information and present their findings in spreadsheets or in 75 page “Financial Plans”. Our experience has been that most people want a simplified and concise output of their current financial situation and easy to follow steps on how to make improvements in their planning. We use a unique program called Asset Map to do just that.
Are you turning 65 and have questions with Medicare planning?Meet with an Advisor