WE FOLLOW YOUR AGENDA AND YOUR WISHES. ALWAYS. FIRST AND FOREMOST
WE WILL WORK TO HELP PRESERVE YOUR ASSETS
WE STRIVE TO REMAIN AT THE FOREFRONT OF FINANCIAL PLANNING
Our Vision
We offer a wide range of financial planning and investment strategies. Our primary focus is always on you as we aim to provide exceptional service and personal attention. We seek to identify your uniqueness, so everything we do is committed to meeting your specific values and life goals. Our success comes from helping you get where you want to be in life. Working in partnership, we provide options and seek solutions with you, not for you
We focus on solving problems, helping you clarify your goals, and freeing up your time so you can do what you want to do; this is our purpose.
Our Philosophy
It has always been our belief that the most effective use of our time as financial professionals is serving our clients. They are always our first priority, and we believe that focusing on helping them pursue their financial goals is the key to building the foundation for a strong relationship.
Because of the nature of our commitment to our existing clients, and in an effort to maintain the integrity of our practice, we do not spend, nor do we want to spend, time actively marketing our services to the general public. Consequently, the task of attracting new, high-caliber, like-minded investors who can benefit from our services continues to be a challenge.
Building long-term relationships is our priority at K&G Financial Services. We start the journey by taking the time to listen--- this is how we can understand each of our clients on an individual level. Together, we carefully chart a course to pursue financial success. We believe in using prudent investment strategies. We recognize that each person's situation is different, so we develop a plan that focuses on helping you accomplish your personal or business goals. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values you hold as they relate to your goals. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality.
Newsletters
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HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan
Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.
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You’ve Received an Inheritance, Now What?
Receiving an inheritance might promote spending without planning, but it’s not wise to make hasty decisions. This article provides suggestions that could help manage an inheritance.
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Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
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How a Family Limited Partnership Can Power an Estate Plan
A family limited partnership is a legal agreement that enables business owners and their heirs to address succession, estate, and tax planning needs, all at once.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Car Affordability
How much can you afford to pay for a car?